J.P. Morgan Exchange-Traded Fund Trust - JPST

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JPMORGAN CHASE & CO History Reduced 100,296,477 5,071,992 0.33% 0.34% 1 -6,176,137 -5.8% Q1 2026 May 13, 2026
MORGAN STANLEY History Reduced 61,139,019 3,094,245 0.19% 0.19% 2 -329,749 -0.54% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 19,901,775 1,007,228 0.27% 0.27% 3 +280,875 1.43% Q1 2026 May 06, 2026
BANK OF AMERICA CORP /DE/ History Added to 16,198,546 819,808 0.06% 0.06% 4 +23,253 0.14% Q1 2026 May 15, 2026
Betterment LLC History Added to 13,652,039 690,930 1.31% 1.27% 5 +470,939 3.57% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Added to 11,901,249 602,322 0.11% 0.09% 6 +2,294,292 23.88% Q1 2026 Jul 08, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 11,632,152 588,703 0.09% 0.09% 7 +186,756 1.63% Q1 2026 May 15, 2026
UBS Group AG History Added to 10,811,549 547,172 0.08% 0.08% 8 +1,342,151 14.17% Q1 2026 May 05, 2026
HB Wealth Management, LLC History Added to 9,550,931 480,897 3.11% 3.07% 9 +107,822 1.14% Q1 2026 Apr 27, 2026
FMR LLC History Reduced 8,567,157 433,583 0.02% 0.03% 10 -2,182,501 -20.3% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 6,670,792 337,608 0.1% 0.09% 11 +773,190 13.11% Q1 2026 May 14, 2026
Temasek Holdings (Private) Ltd History No change 5,919,494 299,585 0.98% 0.95% 12 0 0.0% Q1 2026 May 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,550,338 280,902 0.08% 0.07% 13 +1,214,449 28.01% Q1 2026 May 04, 2026
ROYAL BANK OF CANADA History Added to 5,372,821 271,917 0.05% 0.04% 14 +534,875 11.06% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 5,186,873 262,507 0.37% 0.36% 15 +303,940 6.22% Q1 2026 May 15, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 4,759,095 240,857 15.32% 15.24% 16 -125,385 -2.57% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 3,642,456 183,798 0.37% 0.39% 17 -2,053,147 -36.05% Q1 2026 Apr 08, 2026
Cambridge Investment Research Advisors, Inc. History Added to 3,461,245 175,174 0.45% 0.44% 18 +189,248 5.78% Q1 2026 Apr 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 3,402,461 172,198 0.11% 0.13% 19 -610,956 -15.22% Q1 2026 May 07, 2026
Cetera Investment Advisers History Added to 3,377,302 170,925 0.18% 0.17% 20 +312,033 10.18% Q1 2026 May 13, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History Added to 2,811,500 142,290 4.98% 1.34% 21 +1,921,600 215.93% Q1 2026 May 14, 2026
RiverFront Investment Group, LLC History Added to 2,742,910 138,818 2.15% 2.11% 22 +212,698 8.41% Q1 2026 May 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 2,700,377 136,843 0.03% 0.04% 23 -813,724 -23.16% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 2,415,784 122,278 0.18% 0.19% 24 -161,733 -6.27% Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 2,320,042 117,417 3.76% 1.69% 25 +394,890 20.51% Q1 2026 Apr 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,196,693 110,998 0.05% 0.05% 26 +422,098 23.79% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 2,158,259 109,229 0.2% 0.27% 27 +472,676 28.04% Q1 2026 May 01, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,134,627 108,033 3.23% 2.66% 28 +391,002 22.42% Q1 2026 May 13, 2026
Cornerstone Management, Inc. History Added to 2,054,190 103,962 16.57% 15.87% 29 +130,306 6.77% Q1 2026 Apr 16, 2026
Kensington Asset Management, LLC History Added to 1,994,639 100,948 5.5% 3.05% 30 +832,640 71.66% Q1 2026 May 21, 2026
Bridgewater Advisors Inc. History Added to 1,919,555 96,975 5.77% 6.14% 31 +51,567 2.76% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 1,837,530 92,997 0.09% 0.08% 32 +20,534 1.13% Q1 2026 May 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,813,703 91,791 0.13% 0.12% 33 +43,245 2.44% Q1 2026 Apr 27, 2026
Focus Partners Wealth History Added to 1,791,951 90,690 0.1% 0.08% 34 +351,759 24.42% Q1 2026 May 14, 2026
Ancora Advisors LLC History Reduced 1,790,784 90,631 1.93% 1.88% 35 -16,193 -0.9% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Added to 1,757,191 88,931 0.66% 0.47% 36 +619,736 54.48% Q1 2026 May 15, 2026
GREENWOOD GEARHART LLC History Added to 1,739,531 88,037 4.76% 4.42% 37 +151,747 9.56% Q1 2026 May 06, 2026
Legacy Wealth Management, LLC History Added to 1,666,333 84,333 4.92% 4.76% 38 +34,971 2.14% Q1 2026 Apr 22, 2026
ASSETMARK, INC History Added to 1,631,342 82,562 0.17% 0.16% 39 +108,997 7.16% Q1 2026 May 06, 2026
Lido Advisors, LLC History Added to 1,609,839 81,474 0.25% 0.21% 40 +199,286 14.13% Q1 2026 May 13, 2026
CWM, LLC History Added to 1,603,139 81,134 0.21% 0.15% 41 +487,822 43.74% Q1 2026 May 14, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 1,405,198 71,117 4.57% 2.62% 42 +584,878 71.3% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 1,375,805 69,629 1.07% 0.62% 43 +567,230 70.15% Q1 2026 Apr 07, 2026
HighTower Advisors, LLC History Added to 1,325,577 67,087 0.07% 0.06% 44 +263,116 24.76% Q1 2026 May 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,300,733 65,830 0.13% 0.11% 45 +33,907 2.68% Q1 2026 May 01, 2026
Private Advisor Group, LLC History Added to 1,283,840 64,975 0.3% 0.27% 46 +158,367 14.07% Q1 2026 Apr 24, 2026
Bramshill Investments, LLC History Added to 1,280,797 64,821 5.58% 2.23% 47 +500,000 64.04% Q1 2026 May 15, 2026
Rock Creek Group LLC History Reduced 1,277,074 64,633 6.54% 7.35% 48 -17,855 -1.38% Q1 2026 May 11, 2026
Fluent Financial, LLC History Added to 1,257,356 63,509 23.24% 5.51% 49 +971,661 340.1% Q1 2026 Apr 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 1,249,816 63,235 0.39% 0.42% 50 -131,024 -9.49% Q1 2026 May 15, 2026
Crane Advisory, LLC History Added to 1,194,881 60,365 9.04% 8.97% 51 +22,848 1.95% Q1 2026 Apr 20, 2026
N.E.W. Advisory Services LLC History Added to 1,159,813 58,698 4.39% 4.33% 52 +2,092 0.18% Q1 2026 May 04, 2026
SEI INVESTMENTS CO History Added to 1,158,003 58,606 0.05% 0.06% 53 +13,945 1.22% Q1 2026 May 13, 2026
NewEdge Advisors, LLC History Reduced 1,153,944 58,401 0.21% 0.22% 54 -60,555 -4.99% Q1 2026 Jun 02, 2026
Capital Asset Advisory Services LLC History Added to 1,144,116 57,857 2.22% 1.95% 55 +184,588 19.24% Q1 2026 Apr 24, 2026
Integrated Wealth Concepts LLC History Added to 1,130,440 57,211 0.46% 0.33% 56 +578,739 104.9% Q1 2026 May 15, 2026
Acorns Advisers, LLC History Added to 1,066,602 53,981 0.4% 0.38% 57 +59,026 5.86% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,063,710 53,834 0.09% 0.11% 58 -120,653 -10.19% Q1 2026 May 14, 2026
Gotham Asset Management, LLC History Added to 943,704 47,760 0.15% 0.11% 59 +374,129 65.69% Q1 2026 May 15, 2026
Ridgepath Capital Management LLC History Added to 938,877 47,516 23.62% 6.95% 60 +640,542 214.71% Q1 2026 May 07, 2026
MML INVESTORS SERVICES, LLC History Reduced 924,343 46,781 0.13% 0.15% 61 -287,475 -23.72% Q1 2026 May 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 923,074 46,716 0.65% 0.63% 62 +3,675 0.4% Q1 2026 May 01, 2026
PFG Investments, LLC History Reduced 920,333 46,578 2.17% 2.24% 63 -20,072 -2.13% Q1 2026 Apr 27, 2026
Valmark Advisers, Inc. History Added to 907,346 45,920 0.55% 0.56% 64 +5,329 0.59% Q1 2026 May 01, 2026
Round Rock Advisors LLC History Added to 906,061 45,855 7.02% 6.86% 65 +5,135 0.57% Q1 2026 May 15, 2026
AlphaCore Capital LLC History Added to 861,264 43,588 1.03% 0.74% 66 +211,609 32.57% Q1 2026 May 15, 2026
Peterson Wealth Advisors, LLC History Reduced 835,319 42,275 5.62% 5.93% 67 -44,414 -5.05% Q1 2026 Apr 09, 2026
STEPHENS INC /AR/ History Added to 829,222 41,966 0.52% 0.51% 68 +22,926 2.84% Q1 2026 Apr 28, 2026
Alpha Omega Wealth Management LLC History Added to 814,189 41,206 6.68% 6.8% 69 +3,702 0.46% Q1 2026 Apr 07, 2026
Intrua Financial, LLC History Added to 808,670 40,926 4.22% 0.53% 70 +710,213 721.34% Q1 2026 Apr 23, 2026
AdvisorNet Financial, Inc History Added to 801,965 40,587 2.1% 2.0% 71 +59,774 8.05% Q1 2026 Apr 17, 2026
MAI Capital Management History Reduced 788,602 39,911 0.23% 0.23% 72 -16,574 -2.06% Q1 2026 May 15, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 787,994 39,880 10.17% 9.35% 73 +130,661 19.88% Q1 2026 Apr 06, 2026
Naviter Wealth, LLC History Added to 773,899 39,167 4.89% 3.83% 74 +195,379 33.77% Q1 2026 Apr 10, 2026
Rockefeller Capital Management L.P. History Reduced 748,092 37,860 0.07% 0.07% 75 -12,367 -1.63% Q1 2026 May 14, 2026
AE Wealth Management LLC History Added to 732,218 37,057 0.2% 0.11% 76 +342,846 88.05% Q1 2026 May 13, 2026
Great Point Wealth Advisors, LLC History Added to 723,010 36,591 6.76% 6.63% 77 +4,805 0.67% Q1 2026 Apr 27, 2026
Kestra Advisory Services, LLC History Added to 720,145 36,446 0.14% 0.12% 78 +143,283 24.84% Q1 2026 Apr 30, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 719,459 36,411 6.22% 6.13% 79 +5,219 0.73% Q1 2026 May 04, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 719,059 36,391 1.98% 1.94% 80 -29,047 -3.88% Q1 2026 May 15, 2026
Rosenberg Matthew Hamilton History Added to 717,520 36,313 7.44% 7.28% 81 +22,409 3.22% Q1 2026 Apr 06, 2026
Dakota Wealth Management History Added to 704,400 35,649 0.77% 0.53% 82 +118,844 20.3% Q1 2026 May 07, 2026
FRANKLIN RESOURCES INC History Added to 695,095 35,178 0.01% 0.01% 83 +17,836 2.63% Q1 2026 May 13, 2026
San Luis Wealth Advisors LLC History Reduced 693,273 35,086 5.81% 6.01% 84 -16,149 -2.28% Q1 2026 Apr 29, 2026
MGO ONE SEVEN LLC History Reduced 690,378 34,940 0.7% 0.79% 85 -74,032 -9.68% Q1 2026 May 14, 2026
Mariner, LLC History Added to 688,034 34,821 0.04% 0.04% 86 +68,286 11.02% Q1 2026 May 13, 2026
State of Tennessee, Department of Treasury History Added to 649,100 32,850 0.11% 0.03% 87 +456,400 236.84% Q1 2026 May 15, 2026
Phoenix Wealth Advisors History Added to 646,844 32,736 12.93% 12.58% 88 +296 0.05% Q1 2026 Apr 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 640,765 32,429 1.43% 1.18% 89 +145,802 29.46% Q1 2026 Apr 28, 2026
Roberts Wealth Advisors, LLC History Added to 637,497 32,263 8.19% 7.69% 90 +55,264 9.49% Q1 2026 Apr 07, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 617,567 31,255 1.28% 1.25% 91 +11,507 1.9% Q1 2026 Apr 14, 2026
Janney Montgomery Scott LLC History Reduced 614,451 31,097 0.08% 0.11% 92 -328,303 -34.82% Q1 2026 Apr 22, 2026
StrongBox Wealth, LLC History Added to 608,954 30,819 9.86% 9.9% 93 +13,460 2.26% Q1 2026 May 08, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 607,469 30,751 0.98% 1.15% 94 -45,361 -6.95% Q1 2026 May 06, 2026
Independent Advisor Alliance History Added to 604,741 30,605 0.33% 0.01% 95 +599,790 12114.52% Q1 2026 May 12, 2026
Dynamic Advisor Solutions LLC History Added to 603,143 30,525 0.96% 0.97% 96 +4,329 0.72% Q1 2026 Apr 08, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 580,877 29,398 0.38% 0.34% 97 +47,135 8.83% Q1 2026 May 15, 2026
Roof Eidam Maycock Peralta, LLC History Added to 575,835 29,143 6.68% 6.41% 98 +16,817 3.01% Q1 2026 May 14, 2026
LexAurum Advisors, LLC History New 557,404 28,210 3.66% 99 +557,404 New Q1 2026 Apr 13, 2026
Aptus Capital Advisors, LLC History Added to 557,255 28,202 0.22% 0.05% 100 +422,667 314.05% Q1 2026 May 11, 2026
SkyOak Wealth, LLC History Added to 549,606 27,815 5.09% 4.96% 101 +4,708 0.86% Q1 2026 Apr 30, 2026
Cobblestone Asset Management LLC History Reduced 546,363 27,651 12.43% 13.97% 102 -69,015 -11.22% Q1 2026 Apr 28, 2026
Evensky & Katz LLC History Added to 543,785 27,521 1.57% 1.5% 103 +18,106 3.44% Q1 2026 Apr 22, 2026
Equitable Holdings, Inc. History Reduced 534,582 27,044 0.17% 0.22% 104 -90,281 -14.45% Q1 2026 May 15, 2026
ACT Advisors, LLC. History Added to 533,732 27,012 11.49% 0.14% 105 +526,854 7659.99% Q1 2026 Apr 14, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 525,345 26,587 2.15% 2.0% 106 +14,208 2.78% Q1 2026 Apr 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 521,136 26,374 0.19% 0.2% 107 +1,508 0.29% Q1 2026 Apr 14, 2026
Leverty Financial Group, LLC History New 516,840 26,157 5.79% 108 +516,840 New Q1 2026 Apr 09, 2026
American Trust History Reduced 516,363 26,133 2.31% 2.23% 109 -8,861 -1.69% Q1 2026 May 01, 2026
Family Investment Center, Inc. History Added to 511,390 25,881 4.98% 4.03% 110 +116,836 29.61% Q1 2026 Apr 24, 2026
LPWM LLC History Added to 509,362 25,778 6.5% 4.11% 111 +187,463 58.24% Q1 2026 Apr 08, 2026
Sollinda Capital Management LLC History Reduced 502,626 25,437 6.18% 6.5% 112 -670 -0.13% Q1 2026 Apr 30, 2026
Spire Wealth Management History Reduced 497,773 25,192 0.86% 0.87% 113 -18,229 -3.53% Q1 2026 Apr 22, 2026
MASON STREET ADVISORS, LLC History Added to 486,336 24,613 2.41% 2.39% 114 +5,601 1.17% Q1 2026 May 06, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 481,467 24,367 5.59% 5.55% 115 +20,451 4.44% Q1 2026 Apr 20, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 481,263 24,356 1.18% 1.21% 116 -16,214 -3.26% Q1 2026 May 04, 2026
Jacobi Capital Management LLC History Added to 475,030 24,041 1.34% 1.13% 117 +90,571 23.56% Q1 2026 May 13, 2026
Requisite Capital Management, LLC History Added to 473,209 23,949 4.46% 2.76% 118 +186,784 65.21% Q1 2026 May 14, 2026
&PARTNERS History Added to 473,122 23,909 0.12% 0.09% 119 +141,317 42.59% Q1 2026 May 15, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Added to 466,293 23,547 10.55% 10.55% 120 +1,829 0.39% Q1 2026 Apr 13, 2026
Corient Private Wealth LLC History Reduced 463,016 23,420 0.03% 0.03% 121 -6,347 -1.35% Q1 2026 May 15, 2026
APPLETON PARTNERS INC/MA History Reduced 455,063 23,031 1.61% 1.6% 122 -24,054 -5.02% Q1 2026 Apr 28, 2026
Saiph Capital, LLC History Reduced 451,721 22,861 8.65% 8.54% 123 -18,439 -3.92% Q1 2026 May 12, 2026
WCG Wealth Advisors LLC History Reduced 451,530 22,851 0.64% 0.97% 124 -230,660 -33.81% Q1 2026 May 12, 2026
Stratos Wealth Partners, LTD. History Added to 450,943 22,822 0.26% 0.22% 125 +64,008 16.54% Q1 2026 Apr 28, 2026
Clarus Group, Inc. History Reduced 450,369 22,793 8.17% 8.26% 126 -2,774 -0.61% Q1 2026 Apr 21, 2026
MCMORGAN & CO LLC History Reduced 448,136 22,680 3.67% 8.38% 127 -551,131 -55.15% Q1 2026 May 05, 2026
Capital Advisors Wealth Management, LLC History Added to 446,612 22,603 3.03% 3.07% 128 +988 0.22% Q1 2026 Apr 08, 2026
YHB Investment Advisors, Inc. History Added to 444,095 22,475 1.61% 1.52% 129 +10,057 2.32% Q1 2026 Apr 10, 2026
Arbor Investment Advisors, LLC History Added to 443,066 22,423 2.92% 2.76% 130 +28,881 6.97% Q1 2026 Apr 28, 2026
HARBOUR INVESTMENTS, INC. History Added to 438,563 22,195 0.34% 0.4% 131 +45,255 11.51% Q1 2026 May 15, 2026
WJ Wealth Management, LLC History Added to 435,278 22,029 10.32% 8.02% 132 +72,978 20.14% Q1 2026 Apr 28, 2026
Souders Financial Advisors History Added to 426,724 21,596 2.46% 2.43% 133 +7,904 1.89% Q1 2026 May 04, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 424,174 21,467 0.69% 0.7% 134 -12,112 -2.78% Q1 2026 Apr 30, 2026
Thomasville National Bank History No change 424,130 21,456 1.33% 1.33% 135 0 0.0% Q4 2025 Jan 26, 2026
Capital Investment Advisory Services, LLC History Reduced 416,201 21,063 1.54% 1.51% 136 -5,383 -1.28% Q1 2026 May 05, 2026
Mainstream Capital Management LLC History Added to 412,339 20,868 14.0% 13.57% 137 +2,486 0.61% Q1 2026 Apr 17, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 403,114 20,401 1.38% 1.31% 138 +30,833 8.28% Q1 2026 Apr 29, 2026
White Wing Wealth Management History Added to 401,808 20,335 12.2% 12.11% 139 +726 0.18% Q1 2026 Apr 13, 2026
Compass Financial Services Inc History Reduced 399,647 20,226 8.76% 9.7% 140 -45,208 -10.16% Q1 2026 May 01, 2026
IMZ Advisory Inc History Reduced 398,526 20,169 7.63% 7.39% 141 -494 -0.12% Q1 2026 Apr 08, 2026
CEERA INVESTMENTS, LLC History Added to 395,152 19,998 8.77% 4.72% 142 +153,749 63.69% Q1 2026 May 06, 2026
Ridgeline Wealth Planning, LLC History Reduced 393,352 19,907 14.54% 14.23% 143 -929 -0.24% Q1 2026 May 05, 2026
Baird Financial Group, Inc. History Reduced 387,770 19,625 0.03% 0.04% 144 -103,937 -21.14% Q1 2026 May 14, 2026
Beacon Bank & Trust History Reduced 387,779 19,625 4.02% 4.3% 145 -31,387 -7.49% Q1 2026 Apr 28, 2026
Mascoma Wealth Management LLC History Reduced 385,564 19,513 4.03% 4.67% 146 -44,655 -10.38% Q1 2026 Apr 30, 2026
Soltis Investment Advisors LLC History Reduced 380,492 19,256 1.21% 1.43% 147 -47,304 -11.06% Q1 2026 Apr 27, 2026
Legacy CG, LLC History Added to 379,800 19,221 5.34% 4.37% 148 +70,957 22.98% Q1 2026 May 05, 2026
Savant Capital, LLC History Added to 379,636 19,213 0.09% 0.03% 149 +266,523 235.63% Q1 2026 May 04, 2026
COMERICA BANK History No change 378,570 19,151 0.08% 0.08% 150 0 0.0% Q4 2025 Jan 29, 2026
Cooper Financial Group History Reduced 367,853 18,617 1.88% 2.06% 151 -15,715 -4.1% Q1 2026 Apr 07, 2026
Legacy Wealth Advisors, LLC History Reduced 367,719 18,610 9.5% 14.23% 152 -58,431 -13.71% Q1 2026 May 06, 2026
Financial Management Professionals, Inc. History Added to 365,832 18,514 2.08% 1.78% 153 +26,291 7.74% Q1 2026 Apr 15, 2026
Cerro Pacific Wealth Advisors LLC History Added to 365,353 18,490 4.85% 4.21% 154 +57,042 18.5% Q1 2026 Apr 10, 2026
IFP Advisors, Inc History Reduced 362,467 18,344 0.38% 0.44% 155 -29,329 -7.49% Q1 2026 Apr 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 362,063 18,324 0.27% 0.34% 156 -80,858 -18.26% Q1 2026 Apr 09, 2026
Per Stirling Capital Management, LLC. History Added to 361,601 18,300 2.02% 1.89% 157 +28,215 8.46% Q1 2026 May 11, 2026
Selby Wealth Management, LLC History Reduced 361,238 18,282 7.2% 7.66% 158 -14,520 -3.86% Q1 2026 Apr 08, 2026
Sowell Financial Services LLC History Added to 358,743 18,155 0.67% 0.63% 159 +18,395 5.4% Q1 2026 Apr 20, 2026
Essex Financial Services, Inc. History Added to 358,690 18,153 1.02% 0.89% 160 +48,813 15.75% Q1 2026 Apr 24, 2026
Pinnacle Financial Partners, Inc. History Added to 354,304 17,934 0.14% 0.12% 161 +48,639 15.91% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Added to 352,078 17,818 0.02% 0.02% 162 +38,500 12.28% Q1 2026 Apr 27, 2026
LANE BROTHERS & CO INC History Added to 351,003 17,764 12.95% 12.15% 163 +19,097 5.75% Q1 2026 May 05, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 349,703 17,698 1.57% 1.01% 164 +132,005 60.64% Q1 2026 May 01, 2026
Prospera Financial Services Inc History Added to 347,717 17,598 0.28% 0.16% 165 +151,251 76.99% Q1 2026 Apr 14, 2026
VCI Wealth Management LLC History Added to 345,750 17,498 4.85% 4.32% 166 +38,489 12.53% Q1 2026 Apr 21, 2026
Farther Finance Advisors, LLC History Added to 344,966 17,400 0.16% 0.08% 167 +197,401 133.77% Q1 2026 Apr 07, 2026
Summit Wealth Partners, LLC History Reduced 341,729 17,294 2.74% 3.21% 168 -1,656 -0.48% Q1 2026 Apr 17, 2026
OneDigital Investment Advisors LLC History Reduced 335,836 16,996 0.17% 0.18% 169 -23,235 -6.47% Q1 2026 May 08, 2026
Flaharty Asset Management, LLC History Added to 332,006 16,802 2.09% 2.08% 170 +3,493 1.06% Q1 2026 May 04, 2026
Verum Partners LLC History Added to 330,356 16,719 3.18% 3.17% 171 +19,101 6.14% Q1 2026 Apr 15, 2026
JFS WEALTH ADVISORS, LLC History Added to 329,687 16,685 0.93% 0.92% 172 +7,862 2.44% Q1 2026 Apr 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 324,991 16,447 0.02% 0.04% 173 -5,073 -1.54% Q1 2026 May 15, 2026
Palumbo Wealth Management LLC History Added to 322,375 16,315 3.98% 3.87% 174 +12,107 3.9% Q1 2026 May 12, 2026
Allworth Financial LP History Reduced 321,446 16,268 0.07% 0.07% 175 -6,595 -2.01% Q1 2026 May 14, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 313,764 15,879 2.35% 1.97% 176 +45,845 17.11% Q1 2026 May 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 312,515 15,816 0.35% 0.37% 177 -11,394 -3.52% Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Added to 308,914 15,634 0.25% 0.25% 178 +25,061 8.83% Q1 2026 Apr 22, 2026
KWMG, LLC History Added to 308,822 15,629 1.3% 1.28% 179 +14,964 5.09% Q1 2026 Apr 09, 2026
Neuberger Berman Group LLC History Added to 305,877 15,480 0.01% 0.01% 180 +151,047 97.56% Q1 2026 May 14, 2026
RPg Family Wealth Advisory, LLC History Added to 305,065 15,439 3.22% 3.04% 181 +32,662 11.99% Q1 2026 May 14, 2026
SCOTIA CAPITAL INC. History Added to 300,950 15,231 0.06% 0.05% 182 +47,398 18.69% Q1 2026 May 13, 2026
Causey Wealth LLC History Added to 299,116 15,138 6.43% 5.27% 183 +85,561 40.07% Q1 2026 May 12, 2026
Composition Wealth, LLC History Reduced 295,716 14,966 0.21% 0.22% 184 -13,972 -4.51% Q1 2026 Apr 08, 2026
Ruggaard & Associates LLC History Added to 293,751 14,866 5.89% 5.75% 185 +4,830 1.67% Q1 2026 May 26, 2026
Sand Hill Global Advisors, LLC History Reduced 287,134 14,531 0.49% 0.52% 186 -8,755 -2.96% Q1 2026 May 14, 2026
IronBridge Private Wealth, LLC History Added to 286,919 14,520 4.68% 4.59% 187 +1,125 0.39% Q1 2026 May 13, 2026
Advisory Services Network, LLC History Added to 286,738 14,511 0.19% 0.14% 188 +85,478 42.47% Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Reduced 284,018 14,374 0.28% 0.29% 189 -22,460 -7.33% Q1 2026 May 12, 2026
Clark Capital Management Group, Inc. History Added to 284,014 14,373 0.09% 0.04% 190 +152,343 115.7% Q1 2026 May 15, 2026
BLUEDOOR PRIVATE WEALTH, LLC History Added to 283,399 14,342 6.64% 4.49% 191 +91,276 47.51% Q1 2026 May 05, 2026
Insight Wealth Partners, LLC History Added to 276,178 13,977 1.96% 1.86% 192 +7,976 2.97% Q1 2026 May 13, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 275,333 13,934 2.78% 2.54% 193 +34,541 14.34% Q1 2026 Apr 09, 2026
Resonant Capital Advisors, LLC History Reduced 272,925 13,812 0.73% 1.29% 194 -187,787 -40.76% Q1 2026 Apr 29, 2026
SIMON QUICK ADVISORS, LLC History Reduced 271,640 13,747 0.63% 0.61% 195 -5,882 -2.12% Q1 2026 May 06, 2026
Financial Solutions Advisory Group, Inc. History New 270,591 13,694 1.89% 196 +270,591 New Q1 2026 Jun 01, 2026
NewEdge Wealth, LLC History Added to 270,158 13,672 0.16% 0.14% 197 +21,879 8.81% Q1 2026 May 13, 2026
TD Capital Management LLC History Added to 268,412 13,584 1.22% 1.2% 198 +1,657 0.62% Q1 2026 May 11, 2026
CITADEL ADVISORS LLC History New 267,115 13,518 0.0% 199 +267,115 New Q1 2026 May 15, 2026
Paradigm Capital Management, LLC/NV History Added to 265,661 13,445 12.32% 11.52% 200 +20,672 8.44% Q1 2026 May 05, 2026
Arcus Capital Partners, LLC History Added to 265,538 13,438 4.83% 0.73% 201 +225,485 562.97% Q1 2026 May 06, 2026
Aprio Wealth Management, LLC History Added to 265,425 13,433 0.73% 0.4% 202 +127,642 92.64% Q1 2026 May 11, 2026
CENTAURUS FINANCIAL, INC. History Added to 265,194 13,421 0.64% 0.6% 203 +6,736 2.61% Q1 2026 May 18, 2026
NavPoint Financial, Inc. History Added to 264,941 13,408 5.42% 5.49% 204 +10,972 4.32% Q1 2026 Apr 24, 2026
Paradigm, Strategies in Wealth Management, LLC History Reduced 261,146 13,216 8.97% 9.74% 205 -32,158 -10.96% Q1 2026 May 07, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 260,513 13,184 5.47% 4.98% 206 +18,117 7.47% Q1 2026 May 06, 2026
Larson Financial Group LLC History Added to 258,132 13,064 0.42% 0.01% 207 +250,510 3286.67% Q1 2026 May 15, 2026
Buck Wealth Strategies, LLC History Reduced 256,712 12,992 1.6% 1.82% 208 -27,274 -9.6% Q1 2026 May 08, 2026
Heritage Financial Services, LLC History No change 255,596 12,930 1.08% 1.08% 209 0 0.0% Q4 2025 Feb 02, 2026
REDW Wealth LLC History Reduced 254,253 12,867 5.13% 5.16% 210 -13,291 -4.97% Q1 2026 May 07, 2026
Aspen Wealth Management LLC History Added to 254,224 12,866 2.57% 2.31% 211 +36,566 16.8% Q1 2026 Apr 01, 2026
Crestmont Private Wealth LLC History Added to 253,615 12,835 4.04% 3.96% 212 +12,945 5.38% Q1 2026 May 08, 2026
Massachusetts Wealth Management History Added to 252,285 12,768 5.53% 5.09% 213 +36,130 16.71% Q1 2026 Apr 15, 2026
RAHLFS CAPITAL, LLC History Added to 251,930 12,750 9.37% 8.53% 214 +34,925 16.09% Q1 2026 May 11, 2026
Wellington Grp LLC History Added to 251,614 12,734 3.92% 3.87% 215 +21,937 9.55% Q1 2026 May 22, 2026
Independent Wealth Network Inc. History Added to 249,917 12,648 3.76% 3.07% 216 +51,511 25.96% Q1 2026 Apr 20, 2026
D.A. DAVIDSON & CO. History Reduced 247,391 12,520 0.08% 0.12% 217 -130,131 -34.47% Q1 2026 May 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 247,091 12,504 0.23% 0.23% 218 +11,475 4.87% Q1 2026 May 11, 2026
Paragon Advisors, LLC History Added to 246,546 12,477 3.36% 0.24% 219 +229,287 1328.51% Q1 2026 May 04, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 243,018 12,294 0.22% 0.38% 220 +82,761 51.64% Q1 2026 May 01, 2026
FRG Family Wealth Advisors LLC History Added to 242,641 12,280 2.01% 1.25% 221 +83,823 52.78% Q1 2026 Apr 24, 2026
MAGNOLIA CAPITAL ADVISORS LLC History New 241,386 12,216 2.4% 222 +241,386 New Q1 2026 May 15, 2026
Gateway Wealth Partners, LLC History Added to 239,812 12,136 0.47% 0.47% 223 +156,156 186.66% Q1 2026 May 15, 2026
RETIREMENT GUYS FORMULA LLC History Added to 239,599 12,126 5.58% 4.11% 224 +61,298 34.38% Q1 2026 Apr 22, 2026
BFSG, LLC History Added to 238,673 12,079 1.14% 1.14% 225 +6,096 2.62% Q1 2026 Apr 28, 2026
J.W. COLE ADVISORS, INC. History Reduced 236,196 11,953 0.4% 0.3% 226 -16,270 -6.44% Q1 2026 Apr 23, 2026
MONTAG A & ASSOCIATES INC History Reduced 235,144 11,900 0.55% 0.64% 227 -41,159 -14.9% Q1 2026 Apr 29, 2026
Choice Wealth Advisors LLC History Added to 234,932 11,889 4.67% 4.54% 228 +8,150 3.59% Q1 2026 Apr 08, 2026
Wealth Advisors of Tampa Bay, LLC History Added to 232,936 11,788 3.9% 3.45% 229 +35,492 17.98% Q1 2026 May 14, 2026
GAMCO INVESTORS, INC. ET AL History Added to 232,833 11,783 0.12% 0.09% 230 +39,241 20.27% Q1 2026 May 14, 2026
Taylor Securities Services, Inc. History Reduced 232,500 11,766 5.49% 6.1% 231 -31,819 -12.04% Q1 2026 May 14, 2026
Kendall Capital Management History Added to 230,873 11,684 2.39% 2.32% 232 +11,515 5.25% Q1 2026 Apr 24, 2026
Stewardship Advisors, LLC History Added to 229,684 11,624 2.67% 1.97% 233 +61,075 36.22% Q1 2026 Apr 17, 2026
Krilogy Financial LLC History Reduced 230,004 11,619 0.37% 0.47% 234 -43,493 -15.9% Q1 2026 Apr 17, 2026
Mutual Advisors, LLC History Reduced 229,316 11,605 0.25% 0.28% 235 -26,618 -10.4% Q1 2026 May 01, 2026
HBW ADVISORY SERVICES LLC History Added to 228,084 11,543 1.22% 1.19% 236 +10,990 5.06% Q1 2026 May 04, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Added to 227,860 11,532 4.01% 3.87% 237 +2,787 1.24% Q1 2026 Apr 21, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Added to 227,539 11,515 7.73% 7.79% 238 +9,479 4.35% Q1 2026 Apr 27, 2026
NorthCoast Asset Management LLC History Reduced 227,000 11,488 0.27% 1.51% 239 -1,121,757 -83.17% Q1 2026 May 13, 2026
Merit Financial Group, LLC History Added to 224,513 11,362 0.08% 0.09% 240 +11,428 5.36% Q1 2026 Apr 15, 2026
Houlihan Financial Resource Group, Ltd. History Added to 223,357 11,304 4.41% 4.15% 241 +7,702 3.57% Q1 2026 Apr 29, 2026
RETIREMENT CAPITAL STRATEGIES History New 222,751 11,273 4.26% 242 +222,751 New Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 222,578 11,264 0.0% 243 +222,578 New Q1 2026 May 15, 2026
Ironwood Investment Counsel, LLC History Added to 222,282 11,249 1.62% 0.97% 244 +84,682 61.54% Q1 2026 May 07, 2026
Prosperity Consulting Group, LLC History Reduced 220,751 11,172 0.5% 0.58% 245 -35,144 -13.73% Q1 2026 May 05, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 220,612 11,165 1.26% 1.03% 246 +45,959 26.31% Q1 2026 Apr 07, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 219,764 11,122 5.5% 6.58% 247 -33,114 -13.09% Q1 2026 Apr 16, 2026
Financial Security Advisor, Inc. History Reduced 217,084 10,986 2.02% 2.22% 248 -8,462 -3.75% Q1 2026 May 04, 2026
Perennial Advisors, LLC History Added to 217,043 10,984 1.87% 1.7% 249 +16,168 8.05% Q1 2026 Apr 13, 2026
Invst, LLC History Added to 216,586 10,961 1.24% 1.02% 250 +30,501 16.39% Q1 2026 May 13, 2026
American Financial Advisors, LLC History Added to 213,543 10,807 1.44% 1.24% 251 +24,305 12.84% Q1 2026 May 13, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Reduced 210,568 10,656 3.39% 6.69% 252 -145,796 -40.91% Q1 2026 Apr 24, 2026
Prime Capital Investment Advisors, LLC History Reduced 210,354 10,646 0.12% 0.15% 253 -36,203 -14.68% Q1 2026 May 08, 2026
Frisch Financial Group, Inc. History Reduced 206,827 10,467 2.19% 3.77% 254 -124,852 -37.64% Q1 2026 May 05, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 206,566 10,454 0.33% 0.3% 255 +17,957 9.52% Q1 2026 May 11, 2026
FSM Wealth Advisors, LLC History Added to 204,327 10,340 1.33% 1.28% 256 +19,330 10.45% Q1 2026 Apr 27, 2026
Sandbox Financial Partners, LLC History Added to 201,987 10,222 2.87% 2.63% 257 +14,455 7.71% Q1 2026 Apr 08, 2026
Cresset Asset Management, LLC History Reduced 201,773 10,211 0.04% 0.05% 258 -28,112 -12.23% Q1 2026 May 15, 2026
Cornerstone Advisory, LLC History Added to 201,340 10,189 0.96% 0.93% 259 +8,620 4.47% Q1 2026 May 04, 2026
Mach-1 Financial Group, LLC History Added to 201,174 10,181 3.58% 2.05% 260 +3,486 1.76% Q1 2026 May 13, 2026
Meridian Financial Advisors, LLC History Reduced 200,245 10,134 5.54% 5.62% 261 -3,890 -1.91% Q1 2026 Apr 21, 2026
Prosperitas Financial LLC History Added to 197,726 10,006 3.73% 0.73% 262 +160,680 433.73% Q1 2026 May 15, 2026
Tradition Wealth Management, LLC History Added to 197,454 9,993 0.71% 0.7% 263 +4,580 2.37% Q1 2026 May 15, 2026
Scott Capital Advisors, LLC History Reduced 195,754 9,885 2.0% 2.78% 264 -52,696 -21.21% Q1 2026 Apr 15, 2026
Goldstone Financial Group, LLC History Reduced 193,368 9,786 1.06% 1.23% 265 -25,550 -11.67% Q1 2026 Apr 24, 2026
Perigon Wealth Management, LLC History Added to 191,079 9,670 0.18% 0.16% 266 +15,541 8.85% Q1 2026 Apr 10, 2026
Investment Advisory Services Group LLC History Added to 190,301 9,631 8.38% 8.38% 267 +3,759 2.02% Q1 2026 Apr 28, 2026
Elmwood Wealth Management, Inc. History Added to 188,311 9,530 2.64% 2.3% 268 +44,499 30.94% Q1 2026 Apr 09, 2026
Syverson Strege & Co History Added to 185,965 9,411 2.26% 2.1% 269 +10,558 6.02% Q1 2026 May 04, 2026
Beacon Pointe Advisors, LLC History Added to 184,097 9,317 0.05% 0.03% 270 +110,043 148.6% Q1 2026 May 15, 2026
Ameritas Advisory Services, LLC History Added to 183,920 9,308 0.36% 0.34% 271 +2,462 1.36% Q1 2026 May 12, 2026
Financial Enhancement Group LLC History Added to 181,797 9,191 1.14% 1.14% 272 +8,373 4.83% Q1 2026 Apr 20, 2026
CHOREO, LLC History Added to 179,828 9,101 0.11% 0.12% 273 +278 0.15% Q1 2026 May 12, 2026
Symphony Financial, Ltd. Co. History Added to 179,802 9,096 1.2% 1.05% 274 +26,411 17.22% Q1 2026 Apr 30, 2026
Flavin Financial Services, Inc. History Added to 178,486 9,033 6.08% 6.18% 275 +358 0.2% Q1 2026 May 07, 2026
Apella Capital, LLC History Added to 178,320 9,015 0.13% 0.05% 276 +123,776 226.93% Q1 2026 Apr 20, 2026
Hudock, Inc. History Reduced 176,744 8,945 1.32% 1.8% 277 -65,112 -26.92% Q1 2026 May 13, 2026
Rockingstone Advisors LLC History Added to 176,552 8,935 4.1% 3.94% 278 +5,482 3.2% Q1 2026 Apr 09, 2026
Hardworking Capital Advisors, LLC History Reduced 175,740 8,894 8.32% 8.52% 279 -9,709 -5.24% Q1 2026 May 08, 2026
Guardian Wealth Advisors, LLC History Added to 174,962 8,854 5.09% 3.77% 280 +42,857 32.44% Q1 2026 May 01, 2026
Jaffetilchin Investment Partners, LLC History Added to 174,308 8,821 0.52% 0.45% 281 +22,454 14.79% Q1 2026 May 13, 2026
Anchor Investment Management, LLC History Added to 174,071 8,809 0.73% 0.7% 282 +2,555 1.49% Q1 2026 May 01, 2026
Atria Investments, Inc History Added to 173,857 8,798 0.1% 0.08% 283 +36,941 26.98% Q1 2026 May 05, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Added to 172,257 8,717 3.42% 3.16% 284 +11,470 7.13% Q1 2026 May 12, 2026
Cottage Street Advisors LLC History Added to 171,808 8,695 3.76% 2.78% 285 +41,926 32.28% Q1 2026 Apr 20, 2026
O'Connor Financial Group LLC History Added to 171,589 8,684 3.55% 2.87% 286 +29,617 20.86% Q1 2026 Apr 23, 2026
Wills Financial Group LLC History Added to 171,644 8,671 3.27% 3.28% 287 +2,166 1.28% Q1 2026 May 14, 2026
DHJJ Financial Advisors, Ltd. History Added to 170,470 8,627 2.86% 2.7% 288 +9,917 6.18% Q1 2026 Apr 09, 2026
J. Mark Nickell & Co. History Reduced 170,261 8,616 8.94% 8.39% 289 -9,422 -5.24% Q1 2026 May 15, 2026
Alexis Investment Partners, LLC History Reduced 169,467 8,569 5.9% 3.49% 290 -15,858 -8.56% Q1 2026 Apr 24, 2026
Ascension Capital Advisors, Inc. History Reduced 168,970 8,551 2.69% 2.97% 291 -2,402 -1.4% Q1 2026 May 13, 2026
Avestar Capital, LLC History Added to 168,353 8,520 0.55% 0.47% 292 +26,101 18.35% Q1 2026 May 13, 2026
Independent Solutions Wealth Management, LLC History Added to 167,656 8,485 1.25% 0.67% 293 +95,822 133.39% Q1 2026 Apr 27, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Added to 167,306 8,467 4.6% 4.37% 294 +4,904 3.02% Q1 2026 Apr 23, 2026
Helium Advisors LLC History Reduced 166,111 8,406 8.0% 8.73% 295 -4,208 -2.47% Q1 2026 May 05, 2026
WEST PACES ADVISORS INC. History Reduced 163,353 8,267 1.6% 1.63% 296 -3,518 -2.11% Q1 2026 May 05, 2026
Johnson Financial Group, Inc. History Added to 163,260 8,262 0.3% 0.29% 297 +10,708 7.02% Q1 2026 May 07, 2026
Stratos Wealth Advisors, LLC History Reduced 159,152 8,054 0.49% 0.41% 298 -7,255 -4.36% Q1 2026 Apr 28, 2026
Scarborough Advisors, LLC History Added to 158,477 8,020 0.88% 1.13% 299 +26,442 20.03% Q1 2026 May 07, 2026
Rothschild Wealth LLC History Added to 157,732 7,982 0.72% 0.19% 300 +118,636 303.45% Q1 2026 May 06, 2026
Enclave Advisors LLC History Reduced 157,708 7,981 1.09% 1.33% 301 -27,438 -14.82% Q1 2026 Apr 13, 2026
Ashton Thomas Private Wealth, LLC History Reduced 157,264 7,959 0.19% 0.21% 302 -9,012 -5.42% Q1 2026 May 11, 2026
OARSMAN CAPITAL, INC. History Added to 157,238 7,957 0.99% 0.88% 303 +23,669 17.72% Q1 2026 Apr 27, 2026
Concurrent Investment Advisors, LLC History Added to 156,828 7,937 0.09% 0.08% 304 +13,016 9.05% Q1 2026 Apr 20, 2026
CHATHAM CAPITAL GROUP, INC. History Added to 156,719 7,931 1.15% 1.12% 305 +1,100 0.71% Q1 2026 Apr 20, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 155,580 7,873 0.0% 0.0% 306 +66,632 74.91% Q1 2026 May 15, 2026
5th Street Advisors, LLC History Added to 154,325 7,810 3.36% 3.49% 307 +6,417 4.34% Q1 2026 May 04, 2026
Sovran Advisors, LLC History Added to 154,212 7,803 0.61% 0.66% 308 +1,933 1.27% Q1 2026 May 01, 2026
Blom & Howell Financial Planning, Inc. History Added to 153,912 7,789 7.65% 5.87% 309 +37,080 31.74% Q1 2026 Jul 10, 2026
Tradewinds Capital Management, LLC History Added to 153,572 7,772 1.54% 1.61% 310 +2,563 1.7% Q1 2026 Apr 14, 2026
Ascentis Wealth Management, LLC History Added to 153,012 7,744 1.52% 1.33% 311 +41,461 37.17% Q1 2026 Apr 28, 2026
Financial Connections Group, Inc. History Reduced 152,150 7,700 2.68% 2.85% 312 -11,941 -7.28% Q1 2026 May 01, 2026
Plotkin Financial Advisors, LLC History Added to 151,766 7,680 3.86% 3.2% 313 +22,223 17.15% Q1 2026 May 11, 2026
Sanctuary Advisors, LLC History Added to 151,261 7,655 0.04% 0.04% 314 +10,638 7.56% Q1 2026 May 05, 2026
Archford Capital Strategies, LLC History Added to 150,277 7,605 0.87% 0.82% 315 +10,618 7.6% Q1 2026 Apr 15, 2026
Sequoia Financial Advisors, LLC History Reduced 150,091 7,596 0.04% 0.04% 316 -8,507 -5.36% Q1 2026 Apr 30, 2026
Financially Speaking Inc History Added to 149,073 7,544 36.63% 4.32% 317 +17,183 13.03% Q1 2026 Apr 07, 2026
Beacon Financial Advisory LLC History Added to 147,998 7,490 1.69% 1.46% 318 +23,795 19.16% Q1 2026 Apr 27, 2026
WT Wealth Management History Added to 147,526 7,466 2.22% 2.06% 319 +5,853 4.13% Q1 2026 Apr 21, 2026
Cardinal Strategic Wealth Guidance History Added to 147,437 7,461 1.97% 1.81% 320 +10,197 7.43% Q1 2026 Apr 20, 2026
Geneos Wealth Management Inc. History Reduced 147,348 7,457 0.17% 0.18% 321 -874 -0.59% Q1 2026 May 04, 2026
Ackerman Asset Management, LLC History Added to 145,564 7,366 5.14% 4.9% 322 +57 0.04% Q1 2026 Apr 21, 2026
Advisory Alpha, LLC History Reduced 143,988 7,287 0.2% 0.22% 323 -17,001 -10.56% Q1 2026 May 14, 2026
Three Seasons Wealth, LLC History New 143,518 7,263 2.77% 324 +143,518 New Q1 2026 May 05, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 141,959 7,184 1.5% 1.24% 325 +31,850 28.93% Q1 2026 Apr 15, 2026
Sharper & Granite LLC History Added to 141,264 7,149 2.44% 2.28% 326 +13,522 10.59% Q1 2026 Apr 08, 2026
Hilltop Holdings Inc. History Reduced 141,079 7,140 0.64% 0.49% 327 -23,117 -14.08% Q1 2026 May 14, 2026
Daybright Advisory Services, Inc. History Reduced 139,978 7,084 1.96% 2.47% 328 -43,039 -23.52% Q1 2026 May 12, 2026
CRA Financial Services, LLC History Added to 139,601 7,065 0.92% 0.85% 329 +11,646 9.1% Q1 2026 Apr 09, 2026
Lodestone Wealth Management LLC History Added to 138,998 7,034 2.79% 2.83% 330 +1,799 1.31% Q1 2026 May 01, 2026
Atlas Legacy Advisors, LLC History Added to 137,888 6,978 1.27% 1.08% 331 +16,431 13.53% Q1 2026 May 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 136,405 6,903 0.09% 0.13% 332 -68,498 -33.43% Q1 2026 Apr 20, 2026
Forza Wealth Management, LLC History Reduced 135,693 6,867 2.39% 2.61% 333 -6,980 -4.89% Q1 2026 Apr 30, 2026
Eagle Strategies LLC History Added to 132,869 6,724 0.8% 0.83% 334 +4,605 3.59% Q1 2026 Apr 20, 2026
Catalina Capital Group, LLC History Reduced 131,890 6,674 3.97% 4.47% 335 -13,766 -9.45% Q1 2026 Apr 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 130,579 6,608 0.4% 0.45% 336 -9,667 -6.89% Q1 2026 Apr 13, 2026
RVW Wealth, LLC History New 129,372 6,547 0.51% 337 +129,372 New Q1 2026 Apr 08, 2026
One Capital Management, LLC History Added to 128,942 6,525 0.18% 0.19% 338 +4,780 3.85% Q1 2026 May 12, 2026
Security National Bank History Added to 128,315 6,494 0.95% 0.86% 339 +9,705 8.18% Q1 2026 Apr 16, 2026
5T Wealth, LLC History Added to 127,710 6,463 2.55% 2.44% 340 +7,037 5.83% Q1 2026 Apr 13, 2026
CITIGROUP INC History Reduced 127,127 6,433 0.0% 0.0% 341 -23,389 -15.54% Q1 2026 May 11, 2026
Woodside Wealth Management LLC History Added to 126,955 6,425 5.02% 3.25% 342 +40,870 47.48% Q1 2026 Apr 13, 2026
Firestone Capital Management History Added to 126,077 6,380 1.33% 0.58% 343 +72,326 134.56% Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Reduced 125,627 6,357 0.0% 0.0% 344 -33,097 -20.85% Q1 2026 May 05, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 125,577 6,355 3.19% 1.96% 345 +46,925 59.66% Q1 2026 May 15, 2026
Barnes Wealth Management Group, Inc History Added to 125,025 6,327 3.21% 2.08% 346 +48,334 63.02% Q1 2026 May 15, 2026
Main Street Financial Solutions, LLC History No change 124,662 6,306 0.47% 0.47% 347 0 0.0% Q4 2025 Feb 17, 2026
Winthrop Advisory Group LLC History Reduced 124,192 6,285 0.51% 0.65% 348 -27,353 -18.05% Q1 2026 Apr 13, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 122,715 6,210 4.17% 4.14% 349 +4,822 4.09% Q1 2026 Apr 14, 2026
Triumph Capital Management History Reduced 122,409 6,195 1.26% 1.61% 350 -24,955 -16.93% Q1 2026 May 13, 2026
LeClair Wealth Partners LLC History New 122,289 6,189 2.14% 352 +122,289 New Q1 2026 May 05, 2026
Blue Water Asset Management History Reduced 122,289 6,189 2.14% 2.58% 351 -19,697 -13.87% Q1 2026 May 05, 2026
Interchange Capital Partners, LLC History Reduced 119,932 6,072 1.92% 1.54% 353 -44,648 -27.13% Q1 2026 Apr 23, 2026
Cynosure Group, LLC History Reduced 119,235 6,034 0.75% 0.66% 354 -9,694 -7.52% Q1 2026 May 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 119,287 6,032 0.38% 0.44% 355 -69,225 -36.72% Q1 2026 Apr 24, 2026
Avidian Wealth Enterprises, LLC History Added to 119,055 6,025 0.19% 0.06% 356 +84,535 244.89% Q1 2026 May 07, 2026
Steward Partners Investment Advisory, LLC History Added to 118,809 6,012 0.03% 0.03% 357 +21,555 22.16% Q1 2026 May 08, 2026
Sun Financial Inc History Added to 118,940 6,007 3.01% 2.37% 358 +34,818 41.39% Q1 2026 May 15, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 118,642 6,004 0.23% 0.36% 359 -78,870 -39.93% Q1 2026 May 11, 2026
Sherman Wealth Management LLC History Added to 117,357 5,939 5.1% 4.41% 360 +16,926 16.85% Q1 2026 Apr 13, 2026
DAVENPORT & Co LLC History Added to 117,087 5,925 0.03% 0.02% 361 +31,457 36.74% Q1 2026 Apr 15, 2026
WEBSTER BANK, N. A. History Added to 117,025 5,922 0.56% 0.51% 362 +9,686 9.02% Q1 2026 Apr 17, 2026
BOS Asset Management, LLC History Added to 116,690 5,905 1.51% 1.55% 363 +2,545 2.23% Q1 2026 Apr 08, 2026
INTEGRITY WEALTH ADVISORS, INC. History Added to 116,512 5,896 3.51% 2.47% 364 +45,087 63.12% Q1 2026 May 14, 2026
Chicago Partners Investment Group LLC History Added to 115,862 5,857 0.13% 0.14% 365 +1,730 1.52% Q1 2026 May 04, 2026
NFSG Corp History Added to 115,523 5,846 0.96% 0.62% 366 +36,108 45.47% Q1 2026 May 05, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 115,160 5,828 1.45% 1.29% 367 +12,659 12.35% Q1 2026 Apr 28, 2026
Paladin Advisory Group, LLC History Added to 114,503 5,794 4.41% 4.16% 368 +1,900 1.69% Q1 2026 Apr 30, 2026
HUB Investment Partners, LLC History Added to 113,742 5,756 0.14% 0.13% 369 +15,920 16.27% Q1 2026 May 15, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 112,724 5,704 0.32% 0.11% 370 +72,304 178.88% Q1 2026 Apr 30, 2026
Meridian Financial Partners LLC History Reduced 111,957 5,651 2.15% 2.39% 371 -7,070 -5.94% Q1 2026 Apr 15, 2026
Parkside Investments, LLC History Reduced 110,714 5,603 0.68% 1.66% 372 -149,712 -57.49% Q1 2026 Apr 08, 2026
Strategic Wealth Advisors LLC History Added to 110,645 5,599 4.49% 3.89% 373 +20,753 23.09% Q1 2026 May 01, 2026
Formidable Asset Management, LLC History Reduced 110,619 5,596 0.86% 0.87% 374 -7,914 -6.68% Q1 2026 Apr 22, 2026
Midwestern Financial, LLC /IA History Added to 109,507 5,542 4.36% 3.44% 375 +27,412 33.39% Q1 2026 May 05, 2026
FIRST MANHATTAN CO. LLC. History New 109,284 5,530 0.02% 376 +109,284 New Q1 2026 May 15, 2026
First Citizens Financial Corp History Added to 108,551 5,493 2.59% 1.14% 377 +62,849 137.52% Q1 2026 Apr 07, 2026
Paragon Private Wealth Management, LLC History Added to 107,959 5,463 1.71% 1.59% 378 +5,695 5.57% Q1 2026 May 19, 2026
Advocacy Wealth Management, LLC History Added to 107,709 5,451 0.24% 0.22% 379 +5,955 5.85% Q1 2026 May 12, 2026
Cauble & Harre Wealth Management, Inc. History Reduced 107,011 5,404 4.3% 4.57% 380 -313 -0.29% Q1 2026 May 14, 2026
Western Wealth Management, LLC History Added to 106,744 5,402 0.21% 0.16% 381 +38,262 55.87% Q1 2026 Jun 18, 2026
Trademark Financial Management, LLC History Added to 106,230 5,376 2.63% 2.58% 382 +13,712 14.82% Q1 2026 Apr 27, 2026
Aspire Capital Advisors LLC History Reduced 105,229 5,325 1.2% 1.44% 383 -15,821 -13.07% Q1 2026 Apr 22, 2026
Intesa Sanpaolo Wealth Management History Reduced 105,210 5,324 1.3% 1.51% 384 -39,240 -27.17% Q1 2026 May 15, 2026
Greenbush Financial Group, LLC History Added to 104,678 5,297 1.75% 1.59% 385 +12,161 13.14% Q1 2026 Apr 17, 2026
Gradient Capital Advisors, LLC History Reduced 104,256 5,276 1.37% 1.45% 386 -7,073 -6.35% Q1 2026 Apr 15, 2026
OPPENHEIMER & CO INC History Reduced 103,791 5,252 0.06% 0.1% 387 -30,264 -22.58% Q1 2026 Apr 23, 2026
Cravens & Co Advisors, LLC History Reduced 103,605 5,243 3.41% 3.46% 388 -790 -0.76% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 102,855 5,203 0.09% 0.09% 389 0 0.0% Q4 2025 Feb 06, 2026
WNY Asset Management, LLC History New 102,401 5,182 0.54% 390 +102,401 New Q1 2026 May 22, 2026
Brookstone Capital Management History Added to 101,855 5,154 0.06% 0.04% 391 +29,521 40.81% Q1 2026 Apr 16, 2026
WMS Group LLC History No change 101,231 5,123 7.45% 6.51% 392 0 0.0% Q1 2026 Apr 21, 2026
Entelevest, LLC History Reduced 100,275 5,074 5.07% 5.17% 393 -1,627 -1.6% Q1 2026 May 04, 2026
Summit Financial, LLC History Added to 99,830 5,052 0.06% 0.03% 394 +53,959 117.63% Q1 2026 May 15, 2026
Colonial Trust Advisors History Reduced 99,795 5,050 0.39% 0.38% 395 -385 -0.38% Q1 2026 May 12, 2026
Elevation Capital Advisory, LLC History Reduced 99,225 5,021 2.14% 4.13% 396 -100,605 -50.35% Q1 2026 May 08, 2026
CVS HEALTH Corp History No change 98,500 4,985 2.35% 3.68% 397 0 0.0% Q1 2026 May 07, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 97,857 4,952 0.31% 0.29% 398 +6,638 7.28% Q1 2026 May 15, 2026
Kingsview Wealth Management, LLC History Added to 97,735 4,946 0.07% 0.07% 399 +4,770 5.13% Q1 2026 May 12, 2026
Clarity Asset Management, Inc. History Added to 97,491 4,934 2.5% 0.04% 400 +96,134 7084.3% Q1 2026 May 04, 2026
Perissos Private Wealth Management, LLC History Reduced 97,337 4,926 4.28% 4.4% 401 -3,510 -3.48% Q1 2026 May 07, 2026
Mountain Capital Investment Advisors Inc. History Added to 96,555 4,884 0.72% 0.73% 402 +7,621 8.57% Q1 2026 May 11, 2026
Walkner Condon Financial Advisors LLC History Added to 95,814 4,848 0.64% 0.58% 403 +13,050 15.77% Q1 2026 Apr 28, 2026
Worth Asset Management, LLC History Reduced 94,767 4,796 1.79% 2.43% 404 -18,357 -16.23% Q1 2026 Apr 17, 2026
Endowment Wealth Management, Inc. History Added to 94,460 4,780 2.11% 1.82% 405 +16,077 20.51% Q1 2026 May 08, 2026
TD Waterhouse Canada Inc. History Reduced 99,289 4,764 0.01% 0.04% 406 -19,871 -16.68% Q1 2026 May 12, 2026
MBA Advisors LLC History Added to 94,056 4,760 1.83% 1.68% 407 +11,635 14.12% Q1 2026 Apr 20, 2026
Newport Capital Group, LLC History Reduced 93,779 4,746 2.89% 3.07% 408 -5,421 -5.46% Q1 2026 May 11, 2026
North Forty Two & Co. History Reduced 92,979 4,705 4.35% 4.79% 409 -7,395 -7.37% Q1 2026 Apr 21, 2026
NORDEN GROUP LLC History Added to 92,067 4,659 0.45% 0.44% 410 +3,969 4.51% Q1 2026 Apr 15, 2026
SlateStone Wealth, LLC History No change 91,320 4,622 0.38% 0.39% 411 0 0.0% Q1 2026 May 14, 2026
Vawter Financial, Ltd. History Added to 91,108 4,610 1.94% 1.75% 412 +9,255 11.31% Q1 2026 May 15, 2026
Philip James Wealth Mangement, LLC History Reduced 90,974 4,604 0.53% 1.07% 413 -91,713 -50.2% Q1 2026 Apr 28, 2026
CENTRAL TRUST Co History Reduced 89,942 4,551 0.09% 0.1% 414 -6,134 -6.38% Q1 2026 Apr 17, 2026
Legacy Private Trust Co. History Reduced 89,643 4,536 0.28% 0.29% 415 -7,789 -7.99% Q1 2026 Apr 07, 2026
Galvin, Gaustad & Stein, LLC History Reduced 89,297 4,519 0.36% 0.38% 417 -7,898 -8.13% Q1 2026 May 14, 2026
Windsor Capital Management, LLC History Added to 89,309 4,519 1.27% 1.24% 416 +173 0.19% Q1 2026 Apr 10, 2026
BayBridge Capital Group, LLC History No change 89,045 4,504 2.79% 2.79% 418 0 0.0% Q1 2026 Apr 14, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 88,858 4,497 1.89% 1.97% 419 -256 -0.29% Q1 2026 May 11, 2026
Oxbow Advisors, LLC History Added to 88,520 4,479 0.38% 0.34% 420 +11,457 14.87% Q1 2026 Apr 27, 2026
CAPITAL MANAGEMENT CORP /VA History Added to 88,178 4,462 0.76% 0.63% 421 +12,566 16.62% Q1 2026 Apr 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 87,475 4,427 0.06% 0.06% 422 +5,328 6.49% Q1 2026 May 13, 2026
PROMETHIUM ADVISORS,LLC History Added to 87,224 4,414 2.29% 2.22% 423 +6,200 7.65% Q1 2026 Apr 22, 2026
Chesley Taft & Associates LLC History Added to 87,200 4,413 0.18% 0.17% 424 +4,025 4.84% Q1 2026 Apr 13, 2026
Gallacher Capital Management LLC History Added to 87,071 4,406 1.69% 1.66% 425 +2,208 2.6% Q1 2026 May 05, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 86,082 4,356 0.73% 0.4% 426 +42,095 95.7% Q1 2026 Apr 30, 2026
Apeiron RIA LLC History Added to 85,752 4,339 1.01% 0.88% 427 +38 0.04% Q1 2026 Apr 27, 2026
Illumine Investment Management, LLC History Reduced 85,449 4,324 3.32% 3.2% 428 -1,294 -1.49% Q1 2026 May 04, 2026
Dean, Jacobson Financial Services, LLC History Added to 85,091 4,306 2.65% 1.96% 429 +23,989 39.26% Q1 2026 Apr 28, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 85,034 4,303 0.52% 0.65% 430 -16,172 -15.98% Q1 2026 Apr 08, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 84,730 4,288 1.13% 0.94% 431 +2,264 2.75% Q1 2026 May 11, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 84,586 4,280 0.22% 0.25% 432 -9,379 -9.98% Q1 2026 May 07, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Reduced 84,347 4,268 0.63% 0.69% 433 -75,158 -47.12% Q1 2026 Apr 24, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History Added to 84,047 4,253 2.23% 2.1% 434 +4,792 6.05% Q1 2026 Apr 21, 2026
Fonville Wealth Management LLC History Added to 83,979 4,250 0.81% 0.4% 435 +45,545 118.5% Q1 2026 Apr 20, 2026
Hayek Kallen Investment Management History New 83,924 4,247 1.38% 436 +83,924 New Q1 2026 May 15, 2026
Garden State Investment Advisory Services LLC History Added to 83,071 4,204 0.92% 0.56% 437 +32,841 65.38% Q1 2026 May 13, 2026
Gladstone Institutional Advisory LLC History Added to 82,938 4,197 0.16% 0.06% 438 +50,498 155.67% Q1 2026 May 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 82,943 4,183 0.29% 0.31% 439 -7,356 -8.15% Q1 2026 May 01, 2026
Certified Advisory Corp History Added to 82,442 4,172 0.37% 0.34% 440 +8,784 11.93% Q1 2026 Apr 17, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 82,155 4,157 3.05% 3.42% 441 -8,434 -9.31% Q1 2026 Apr 02, 2026
Invariant Investment Management History Reduced 81,227 4,101 2.52% 3.18% 442 -17,067 -17.36% Q1 2026 Apr 13, 2026
McCarthy Asset Management, Inc. History No change 80,989 4,097 2.14% 2.14% 443 0 0.0% Q4 2025 Feb 03, 2026
Arrowroot Family Office, LLC History Reduced 80,669 4,082 1.35% 1.68% 444 -10,751 -11.76% Q1 2026 May 15, 2026
NOTTINGHAM ADVISORS, INC. History Added to 79,920 4,044 0.52% 0.27% 445 +32,945 70.13% Q1 2026 Apr 17, 2026
FIRST NATIONAL TRUST CO History Reduced 79,813 4,039 0.14% 0.14% 446 -5,054 -5.96% Q1 2026 May 07, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 79,190 4,007 0.12% 0.11% 447 +1,471 1.89% Q1 2026 Apr 29, 2026
OPTIMA CAPITAL LLC History Added to 79,126 4,004 1.86% 1.51% 448 +10,482 15.27% Q1 2026 May 04, 2026
Directional Asset Management History Added to 79,090 4,002 3.66% 3.23% 449 +6,340 8.71% Q1 2026 Apr 27, 2026
Continuum Advisory, LLC History Added to 79,031 3,999 0.38% 0.16% 450 +46,557 143.37% Q1 2026 Apr 22, 2026
Founders Financial Alliance, LLC History Reduced 78,680 3,981 0.72% 1.15% 451 -42,172 -34.9% Q1 2026 May 11, 2026
Vienna Asset Management LLC History Reduced 78,391 3,967 3.08% 2.6% 452 -12,369 -13.63% Q1 2026 May 12, 2026
Focus Financial Network, Inc. History Added to 78,385 3,967 0.14% 0.12% 453 +8,799 12.64% Q1 2026 Apr 14, 2026
Brooklyn FI, LLC History Reduced 78,225 3,958 0.83% 0.9% 454 -4,777 -5.76% Q1 2026 May 11, 2026
Clear Creek Financial Management, LLC History Added to 78,175 3,956 0.3% 0.28% 455 +9,663 14.1% Q1 2026 Apr 22, 2026
JGP Wealth Management, LLC History Reduced 77,504 3,922 0.41% 0.47% 456 -11,475 -12.9% Q1 2026 Apr 08, 2026
Hixon Zuercher, LLC History Added to 77,411 3,917 1.22% 1.18% 457 +339 0.44% Q1 2026 Apr 20, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 77,140 3,904 0.24% 0.24% 458 -925 -1.18% Q1 2026 May 04, 2026
Patten Group, Inc. History Reduced 76,790 3,886 0.68% 0.77% 459 -5,412 -6.58% Q1 2026 Apr 24, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 76,531 3,873 0.31% 0.35% 460 -16,992 -18.17% Q1 2026 Apr 17, 2026
Keystone Financial Services, LLC History Added to 76,316 3,862 2.6% 2.57% 461 +1,834 2.46% Q1 2026 Apr 21, 2026
Legacy Financial Advisors, Inc. History Added to 75,020 3,796 0.53% 0.52% 462 +994 1.34% Q1 2026 Apr 30, 2026
United Advisor Group, LLC History Reduced 74,730 3,782 0.47% 0.61% 463 -21,873 -22.64% Q1 2026 Apr 17, 2026
Herold Advisors, Inc. History Reduced 74,506 3,770 0.83% 0.94% 464 -8,589 -10.34% Q1 2026 May 14, 2026
Wealthcare Advisory Partners LLC History Reduced 74,447 3,767 0.07% 0.07% 465 -104 -0.14% Q1 2026 Apr 14, 2026
Autumn Glory Partners, LLC History Added to 74,274 3,759 1.38% 0.43% 466 +50,050 206.61% Q1 2026 May 04, 2026
Southeast Asset Advisors, LLC History Reduced 74,161 3,753 0.41% 0.51% 467 -33,027 -30.81% Q1 2026 May 13, 2026
GatePass Capital, LLC History Added to 73,524 3,721 1.74% 1.77% 468 +5,708 8.42% Q1 2026 May 06, 2026
National Philanthropic Trust History New 72,101 3,649 0.04% 469 +72,101 New Q1 2026 May 15, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 71,426 3,614 0.45% 0.27% 470 +43,710 157.71% Q1 2026 May 18, 2026
Saxony Capital Management, LLC History Reduced 71,413 3,614 2.1% 3.05% 471 -26,971 -27.41% Q1 2026 Apr 24, 2026
Madrid Wealth Management, LLC History Added to 71,331 3,610 2.72% 2.74% 472 +4,500 6.73% Q1 2026 Apr 21, 2026
OakTrust Wealth Advisors, LLC History Reduced 71,313 3,609 3.29% 5.07% 473 -37,389 -34.4% Q1 2026 Apr 23, 2026
ELEVATUS WELATH MANAGEMENT History Reduced 71,167 3,601 1.89% 1.1% 474 -8,294 -10.44% Q1 2026 Apr 15, 2026
Cornerstone Wealth Management, LLC History Reduced 70,987 3,592 0.18% 0.2% 475 -4,571 -6.05% Q1 2026 Apr 23, 2026
Lee-Kelleher Wealth Management History Reduced 70,913 3,588 2.13% 2.17% 476 -1,116 -1.55% Q1 2026 Apr 14, 2026
Financial Engines Advisors L.L.C. History Reduced 70,346 3,560 0.01% 0.01% 477 -8,725 -11.03% Q1 2026 May 14, 2026
MidFirst Bank History Reduced 69,897 3,537 0.29% 0.3% 478 -3,904 -5.29% Q1 2026 May 15, 2026
Mayfair Advisory Group, LLC History Added to 69,350 3,509 1.23% 1.28% 479 +4,466 6.88% Q1 2026 Apr 21, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 68,512 3,467 0.0% 480 +68,512 New Q1 2026 May 12, 2026
Westside Investment Management, Inc. History Reduced 68,129 3,446 0.53% 0.58% 481 -4,040 -5.6% Q1 2026 May 04, 2026
Greenwich Wealth Management LLC History Added to 67,212 3,402 0.14% 0.15% 482 +469 0.7% Q1 2026 May 12, 2026
NWAM LLC History Added to 66,514 3,366 0.19% 0.18% 483 +2,837 4.46% Q1 2026 May 04, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 66,442 3,362 1.24% 0.88% 484 +19,213 40.68% Q1 2026 May 08, 2026
FLOYD FINANCIAL GROUP LLC History Added to 66,527 3,361 2.24% 2.23% 485 +1,596 2.46% Q1 2026 Apr 24, 2026
Ascentis Independent Advisors History Added to 66,060 3,343 0.25% 0.23% 486 +37,275 129.49% Q1 2026 Apr 28, 2026
NOVEM GROUP History Reduced 65,892 3,334 0.38% 0.45% 487 -11,861 -15.25% Q1 2026 Apr 10, 2026
Compass Financial Group, Inc. History Reduced 65,738 3,327 1.5% 1.49% 488 -1,022 -1.53% Q1 2026 May 05, 2026
REDMONT WEALTH ADVISORS LLC History No change 65,762 3,326 5.04% 5.04% 489 0 0.0% Q4 2025 Feb 06, 2026
Ballentine Capital Advisors, Inc History Added to 65,686 3,324 1.38% 1.23% 490 +8,159 14.18% Q1 2026 Apr 17, 2026
Freedom Financial Partners LLC History Added to 64,785 3,278 1.17% 0.85% 491 +18,329 39.45% Q1 2026 Apr 16, 2026
Mullaney, Keating & Wright, Inc. History Added to 64,658 3,272 1.78% 1.6% 492 +4,892 8.19% Q1 2026 May 29, 2026
Sargent Investment Group, LLC History Reduced 64,376 3,258 0.43% 0.41% 493 -62 -0.1% Q1 2026 May 11, 2026
Wealthfront Advisers LLC History Added to 64,204 3,249 0.01% 0.01% 494 +12,306 23.71% Q1 2026 May 05, 2026
Parallel Advisors, LLC History Added to 63,971 3,237 0.06% 0.03% 495 +32,075 100.56% Q1 2026 Jun 02, 2026
EP Wealth Advisors, LLC History Added to 63,745 3,226 0.02% 0.01% 496 +11,255 21.44% Q1 2026 May 14, 2026
TFO Wealth Partners, LLC History Added to 63,544 3,215 0.44% 0.4% 497 +11,032 21.01% Q1 2026 May 08, 2026
Richard P Slaughter Associates Inc History Added to 63,389 3,208 0.69% 0.56% 498 +10,864 20.68% Q1 2026 Apr 13, 2026
Sigma Planning Corp History Reduced 63,240 3,200 0.09% 0.09% 499 -1,389 -2.15% Q1 2026 May 04, 2026
REGATTA CAPITAL GROUP, LLC History Added to 63,160 3,196 0.48% 0.46% 500 +3,109 5.18% Q1 2026 Apr 15, 2026
Belpointe Asset Management LLC History Added to 62,776 3,177 0.12% 0.1% 501 +7,552 13.68% Q1 2026 Apr 28, 2026
Arkadios Wealth Advisors History Added to 62,367 3,156 0.05% 0.05% 502 +15,093 31.93% Q1 2026 May 18, 2026
Crewe Advisors LLC History Reduced 62,249 3,150 0.27% 0.31% 503 -5,911 -8.67% Q1 2026 May 07, 2026
USAdvisors Wealth Management, LLC History Added to 62,194 3,145 1.04% 1.01% 504 +1,830 3.03% Q1 2026 Apr 27, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 62,024 3,139 0.2% 0.51% 505 -94,709 -60.43% Q1 2026 May 06, 2026
CreativeOne Wealth, LLC History Added to 61,875 3,131 0.07% 0.07% 506 +3,513 6.02% Q1 2026 May 15, 2026
World Investment Advisors History Added to 61,785 3,126 0.05% 0.03% 507 +21,072 51.76% Q1 2026 Apr 27, 2026
Rise Advisors, LLC History Added to 61,807 3,117 1.1% 1.11% 508 +261 0.42% Q1 2026 Apr 03, 2026
Procyon Advisors, LLC History Added to 61,552 3,115 0.15% 0.15% 509 +1,962 3.29% Q1 2026 May 04, 2026
FAS Wealth Partners, Inc. History Reduced 61,538 3,114 0.19% 0.21% 510 -3,758 -5.76% Q1 2026 Jun 09, 2026
Northstar Financial Companies, Inc. History Added to 60,844 3,079 2.45% 1.39% 511 +26,435 76.83% Q1 2026 May 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 60,762 3,064 0.04% 0.04% 512 -2,666 -4.2% Q1 2026 May 06, 2026
Bank of New Hampshire History Reduced 59,736 3,023 0.69% 1.37% 513 -60,358 -50.26% Q1 2026 Apr 13, 2026
Old Port Advisors History Added to 59,673 3,020 0.7% 0.71% 514 +2,241 3.9% Q1 2026 Apr 06, 2026
MONECO ADVISORS, LLC History Added to 59,527 3,012 0.23% 0.23% 515 +1,494 2.57% Q1 2026 May 07, 2026
Fermata Advisors, LLC History Added to 59,277 3,000 0.68% 0.48% 516 +20,153 51.51% Q1 2026 Apr 08, 2026
Eagle Bluffs Wealth Management LLC History Added to 58,424 2,956 1.15% 1.16% 517 +1,969 3.49% Q1 2026 Apr 24, 2026
Canvas Wealth Advisors, LLC History Reduced 57,912 2,930 0.5% 0.56% 518 -7,243 -11.12% Q1 2026 Apr 28, 2026
WEDBUSH SECURITIES INC History Reduced 57,581 2,914 0.08% 0.1% 519 -6,959 -10.78% Q1 2026 Apr 21, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 57,427 2,906 0.04% 0.02% 520 +29,826 108.06% Q1 2026 May 11, 2026
Asset Allocation Strategies LLC History Added to 57,280 2,898 0.51% 0.11% 521 +45,542 387.99% Q1 2026 Apr 22, 2026
HRT FINANCIAL LP History New 56,678 2,868 0.01% 522 +56,678 New Q1 2026 May 14, 2026
John W. Brooker & Co., CPAs History Reduced 56,570 2,862 4.51% 6.4% 523 -14,147 -20.01% Q1 2026 Apr 13, 2026
Creative Planning History Added to 56,536 2,861 0.0% 0.0% 524 +11,345 25.1% Q1 2026 May 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 56,384 2,853 0.32% 0.3% 525 +3,072 5.76% Q1 2026 Apr 16, 2026
Jeter Robert S II History New 56,399 2,848 2.84% 526 +56,399 New Q1 2026 May 11, 2026
Vise Technologies, Inc. History No change 56,253 2,845 0.06% 0.06% 527 0 0.0% Q1 2026 Apr 21, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 55,877 2,827 0.19% 0.16% 528 +9,183 19.67% Q1 2026 May 21, 2026
49 WEALTH MANAGEMENT, LLC History New 54,465 2,756 0.21% 529 +54,465 New Q1 2026 May 13, 2026
Essex LLC History Added to 54,210 2,743 0.48% 0.48% 530 +411 0.76% Q1 2026 Apr 24, 2026
Wealthspire Advisors, LLC History Reduced 54,168 2,741 0.02% 0.02% 531 -5,013 -8.47% Q1 2026 May 01, 2026
HOLDERNESS INVESTMENTS CO History Added to 53,976 2,731 0.55% 0.54% 532 +1,860 3.57% Q1 2026 May 12, 2026
BancFirst Trust & Investment Management History Reduced 53,866 2,724 1.2% 1.13% 533 -337 -0.62% Q1 2026 Apr 01, 2026
Modern Wealth Management, LLC History Reduced 53,418 2,694 0.05% 0.07% 534 -20,661 -27.89% Q1 2026 May 14, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 53,101 2,687 0.71% 0.73% 535 +1,376 2.66% Q1 2026 Apr 15, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Reduced 53,009 2,682 0.56% 0.55% 536 -7 -0.01% Q1 2026 May 08, 2026
Cambridge Advisors Inc. History Reduced 52,697 2,667 0.52% 0.52% 537 -797 -1.49% Q1 2026 Apr 16, 2026
Flagship Capital Management Inc. History Reduced 52,542 2,659 1.95% 2.18% 538 -8,489 -13.91% Q1 2026 Apr 21, 2026
Ergawealth Advisors, Inc. History Added to 52,516 2,657 1.17% 1.03% 539 +8,429 19.12% Q1 2026 Apr 27, 2026
OBSIDIAN CIO, LLC History Reduced 52,451 2,654 2.38% 4.55% 540 -8,277 -13.63% Q1 2026 May 11, 2026
SP Asset Management LLC History Reduced 52,405 2,652 0.23% 0.24% 541 -8,169 -13.49% Q1 2026 May 06, 2026
WEALTHGARDEN F.S. LLC History Reduced 52,326 2,648 1.81% 1.86% 542 -3,376 -6.06% Q1 2026 May 04, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 52,014 2,632 0.34% 0.37% 543 -403 -0.77% Q1 2026 Apr 15, 2026
Bolthouse Investments, LLC History Reduced 51,998 2,631 2.38% 2.53% 544 -4,200 -7.47% Q1 2026 Apr 28, 2026
Sage Advisory Services, Ltd.Co. History Added to 51,959 2,630 1.44% 1.4% 545 +1,019 2.0% Q1 2026 May 07, 2026
Grey Ledge Advisors, LLC History Reduced 51,756 2,619 0.59% 0.73% 546 -11,738 -18.49% Q1 2026 Apr 20, 2026
Strategic Wealth Partners, Ltd. History Added to 51,681 2,615 0.18% 0.17% 547 +2,808 5.75% Q1 2026 May 12, 2026
Curry Webb Wealth Management LLC History Reduced 50,613 2,561 1.21% 1.42% 548 -5,915 -10.46% Q1 2026 Jun 10, 2026
Perennial Investment Advisors, LLC History Added to 49,967 2,529 0.2% 0.18% 549 +5,625 12.69% Q1 2026 May 15, 2026
9823 Capital, L.P. History Added to 49,962 2,528 1.91% 1.45% 550 +8,287 19.88% Q1 2026 May 15, 2026
Running Point Capital Advisors, LLC History No change 49,938 2,526 0.69% 0.69% 551 0 0.0% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 49,364 2,498 0.02% 0.02% 552 -12,454 -20.15% Q1 2026 May 13, 2026
SAGE RHINO CAPITAL LLC History Reduced 49,108 2,485 0.46% 0.52% 553 -5,707 -10.41% Q1 2026 Apr 28, 2026
Transcendent Capital Group LLC History Reduced 49,109 2,485 1.13% 1.22% 554 -4,337 -8.11% Q1 2026 Apr 27, 2026
Edgestream Partners, L.P. History Reduced 48,982 2,478 0.08% 0.14% 555 -50,210 -50.62% Q1 2026 May 18, 2026
Dunhill Financial, LLC History Added to 48,837 2,471 0.58% 0.55% 556 +4,667 10.57% Q1 2026 May 06, 2026
Auxano Advisors, LLC History Added to 48,535 2,456 0.49% 0.35% 557 +13,577 38.84% Q1 2026 May 01, 2026
PATTEN & PATTEN INC/TN History Reduced 48,476 2,453 0.15% 0.14% 558 -100 -0.21% Q1 2026 May 01, 2026
Delos Wealth Advisors, LLC History Added to 48,042 2,431 1.39% 1.57% 559 +888 1.88% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 47,978 2,428 0.0% 0.0% 560 -5,743 -10.69% Q1 2026 May 13, 2026
MSH Capital Advisors LLC History Added to 47,928 2,425 0.51% 0.43% 561 +8,095 20.32% Q1 2026 May 08, 2026
NVWM, LLC History Reduced 47,798 2,419 0.54% 0.54% 563 -819 -1.68% Q1 2026 Apr 27, 2026
Klingman & Associates, LLC History No change 47,808 2,419 0.12% 0.12% 562 0 0.0% Q1 2026 May 14, 2026
Fortitude Family Office, LLC History Added to 47,793 2,418 0.54% 0.41% 564 +12,790 36.54% Q1 2026 Apr 15, 2026
Colonial Trust Co / SC History Reduced 47,666 2,412 0.33% 0.34% 565 -2,085 -4.19% Q1 2026 May 12, 2026
SAGE FINANCIAL GROUP INC History Added to 47,511 2,404 0.16% 0.14% 566 +6,181 14.96% Q1 2026 May 07, 2026
Sunburst Financial Group, LLC History Added to 47,438 2,400 0.44% 0.49% 567 +3 0.01% Q1 2026 Apr 13, 2026
Crumly & Associates Inc. History Reduced 46,950 2,376 0.5% 0.74% 568 -22,583 -32.48% Q1 2026 Apr 02, 2026
Capstone Wealth Management, Inc. History Added to 46,986 2,370 2.01% 1.29% 569 +17,878 61.42% Q1 2026 May 15, 2026
Castleview Partners, LLC History Reduced 46,486 2,352 1.21% 2.06% 570 -35,799 -43.51% Q1 2026 May 01, 2026
Sterling Investment Advisors, Ltd. History Added to 46,097 2,332 0.42% 0.11% 571 +34,747 306.14% Q1 2026 May 04, 2026
Mosley Wealth Management History Reduced 45,849 2,325 1.05% 1.06% 572 -35 -0.08% Q1 2026 Apr 27, 2026
SouthState Bank Corp History Added to 45,569 2,306 0.11% 0.09% 573 +4,741 11.61% Q1 2026 May 05, 2026
Cedarwood Wealth LLC History Added to 45,546 2,305 2.33% 0.38% 574 +38,789 574.06% Q1 2026 May 05, 2026
Leo Wealth, LLC History Reduced 45,423 2,298 0.17% 0.18% 575 -3,516 -7.18% Q1 2026 May 05, 2026
Alpha Zero LLC History New 45,383 2,296 1.16% 576 +45,383 New Q1 2026 May 07, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 45,023 2,278 0.5% 0.65% 577 -10,794 -19.34% Q1 2026 May 05, 2026
StoneCrest Wealth Management, Inc. History Reduced 44,461 2,250 0.95% 0.94% 578 -1,649 -3.58% Q1 2026 Apr 08, 2026
THOMPSON DAVIS & CO., INC. History Added to 44,451 2,249 1.5% 1.3% 579 +1,459 3.39% Q1 2026 Apr 16, 2026
Strategent Financial, LLC History Reduced 44,407 2,247 1.53% 12.0% 580 -330,349 -88.15% Q1 2026 Apr 20, 2026
Hartford Financial Management Inc. History Reduced 44,389 2,246 0.57% 0.61% 581 -1,797 -3.89% Q1 2026 Apr 15, 2026
GENTRY PRIVATE WEALTH, LLC History Reduced 44,299 2,241 1.35% 1.41% 582 -87 -0.2% Q1 2026 May 05, 2026
BOSTON FAMILY OFFICE LLC History Reduced 43,945 2,226 0.15% 0.17% 583 -7,959 -15.33% Q1 2026 May 13, 2026
Confluence Wealth Services, Inc. History Added to 43,833 2,218 0.09% 0.07% 584 +8,695 24.75% Q1 2026 May 07, 2026
FIRST FOUNDATION ADVISORS History Reduced 43,817 2,217 0.09% 0.09% 585 -836 -1.87% Q1 2026 May 04, 2026
Golden State Wealth Management, LLC History Reduced 43,581 2,205 0.24% 0.29% 586 -10,956 -20.09% Q1 2026 Apr 28, 2026
Kovack Advisors, Inc. History Added to 43,507 2,197 0.12% 0.1% 587 +174 0.4% Q1 2026 May 12, 2026
Advisors Capital Management, LLC History New 42,869 2,169 0.03% 588 +42,869 New Q1 2026 May 01, 2026
Acorn Wealth Advisors, LLC History Reduced 42,710 2,161 0.63% 0.73% 590 -5,802 -11.96% Q1 2026 Apr 30, 2026
Texas Yale Capital Corp. History Reduced 42,701 2,161 0.06% 0.07% 589 -1,500 -3.39% Q1 2026 May 04, 2026
INSIGHT 2811, INC. History Reduced 42,320 2,141 0.9% 0.98% 591 -1,707 -3.88% Q1 2026 May 07, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 42,092 2,130 0.0% 0.0% 592 +23,427 125.51% Q1 2026 May 04, 2026
POTENTIA WEALTH History Added to 42,057 2,128 0.82% 0.59% 593 +10,292 32.4% Q1 2026 May 11, 2026
Counterweight Ventures, LLC History New 41,822 2,116 1.19% 594 +41,822 New Q1 2026 Apr 27, 2026
Essex Bank History Added to 41,754 2,113 0.47% 0.44% 595 +1,306 3.23% Q1 2026 Apr 17, 2026
Revisor Wealth Management LLC History Reduced 41,754 2,113 0.58% 0.57% 596 -481 -1.14% Q1 2026 Apr 27, 2026
Nikulski Financial, Inc. History Reduced 41,325 2,091 0.52% 0.7% 597 -16,874 -28.99% Q1 2026 May 14, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 41,223 2,086 0.23% 0.15% 598 +14,083 51.89% Q1 2026 May 12, 2026
NBT BANK N A /NY History Added to 41,105 2,080 0.14% 0.13% 599 +2,279 5.87% Q1 2026 Apr 28, 2026
Everstar Asset Management, LLC History Reduced 41,019 2,075 1.1% 1.2% 600 -3,358 -7.57% Q1 2026 Apr 16, 2026
BENJAMIN EDWARDS INC History Added to 40,685 2,059 0.02% 0.02% 601 +4,630 12.84% Q1 2026 May 12, 2026
PINNACLE ASSOCIATES LTD History Added to 40,666 2,058 0.03% 0.02% 602 +6,031 17.41% Q1 2026 Apr 21, 2026
Skyline Advisors, Inc. History Reduced 40,545 2,052 0.72% 1.87% 603 -70,245 -63.4% Q1 2026 Apr 20, 2026
Martin Investment Management, LLC History Reduced 40,418 2,045 0.61% 1.39% 604 -57,772 -58.84% Q1 2026 May 13, 2026
CFO4Life Group, LLC History Added to 40,362 2,042 0.31% 0.28% 605 +896 2.27% Q1 2026 May 11, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 40,113 2,030 0.26% 0.23% 606 +2,901 7.8% Q1 2026 Apr 13, 2026
Red Mountain Financial, LLC History Added to 40,031 2,025 1.91% 1.97% 607 +342 0.86% Q1 2026 Apr 28, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 39,939 2,021 1.6% 1.64% 608 -919 -2.25% Q1 2026 Apr 21, 2026
Authentikos Wealth Advisory, LLC History Reduced 39,821 2,015 1.36% 1.38% 609 -1,385 -3.36% Q1 2026 May 07, 2026
LAVELLE CAPITAL LP History Reduced 39,595 2,003 1.24% 2.03% 610 -23,635 -37.38% Q1 2026 May 28, 2026
Fortis Capital Advisors, LLC History Reduced 39,511 1,999 0.26% 0.3% 611 -632 -1.57% Q1 2026 Apr 28, 2026
WESPAC Advisors SoCal, LLC History No change 39,450 1,996 0.42% 0.4% 612 0 0.0% Q1 2026 Apr 15, 2026
Benchmark Financial, LLC History Added to 39,369 1,992 1.79% 1.05% 613 +18,440 88.11% Q1 2026 Apr 21, 2026
Ellsworth Advisors, LLC History Reduced 39,197 1,983 0.37% 0.95% 614 -55,361 -58.55% Q1 2026 Apr 16, 2026
FCA CORP /TX History Added to 38,984 1,972 0.56% 0.5% 615 +4,127 11.84% Q1 2026 May 14, 2026
Cherry Tree Wealth Management, LLC History Added to 38,041 1,925 0.41% 0.37% 616 +3,167 9.08% Q1 2026 May 05, 2026
Blue Trust, Inc. History Added to 37,952 1,920 0.02% 0.02% 617 +9,452 33.16% Q1 2026 Apr 20, 2026
Blueprint Investment Partners LLC History Reduced 37,934 1,919 0.2% 0.3% 618 -17,110 -31.08% Q1 2026 May 15, 2026
Blueprint Financial Advisors LLC History Reduced 37,934 1,919 0.28% 0.42% 619 -17,110 -31.08% Q1 2026 May 11, 2026
ProVise Management Group, LLC History Reduced 37,880 1,917 0.14% 0.18% 620 -11,409 -23.15% Q1 2026 May 06, 2026
Trek Financial, LLC History Reduced 37,586 1,902 0.1% 0.15% 621 -13,812 -26.87% Q1 2026 May 13, 2026
COZAD ASSET MANAGEMENT INC History Reduced 37,205 1,882 0.15% 0.15% 622 -1,684 -4.33% Q1 2026 May 28, 2026
Fragasso Financial Advisors Inc History Added to 36,977 1,865 0.11% 0.08% 623 +9,909 36.61% Q1 2026 Apr 07, 2026
Americana Partners, LLC History Added to 36,862 1,865 0.05% 0.04% 624 +6,154 20.04% Q1 2026 May 12, 2026
Keystone Financial Group History Added to 36,211 1,832 0.13% 0.12% 625 +4,602 14.56% Q1 2026 May 13, 2026
PRIVATE TRUST CO NA History Reduced 36,151 1,829 0.16% 0.17% 626 -2,804 -7.2% Q1 2026 Apr 30, 2026
Sovereign Financial Group, Inc. History Added to 36,036 1,823 0.32% 0.29% 627 +2,759 8.29% Q1 2026 Apr 17, 2026
TPG Financial Advisors, LLC History Reduced 35,927 1,818 0.59% 0.82% 628 -12,565 -25.91% Q1 2026 May 08, 2026
Arax Advisory Partners History Added to 35,817 1,812 0.05% 0.03% 629 +12,107 51.06% Q1 2026 May 13, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 35,761 1,809 0.73% 0.55% 631 +10,234 40.09% Q1 2026 May 13, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 35,752 1,809 0.04% 0.03% 630 -490 -1.35% Q1 2026 Apr 15, 2026
Shore Point Advisors, LLC History Reduced 35,691 1,806 0.71% 0.78% 632 -613 -1.69% Q1 2026 Apr 08, 2026
Financial Perspectives, Inc History Reduced 35,483 1,795 0.5% 0.65% 633 -11,975 -25.23% Q1 2026 May 11, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 35,334 1,787 0.0% 0.0% 634 +17,214 95.0% Q1 2026 May 14, 2026
Carter Financial Group, INC. History Reduced 34,989 1,770 1.09% 1.07% 635 -427 -1.21% Q1 2026 Apr 27, 2026
EverSource Wealth Advisors, LLC History Added to 34,912 1,766 0.05% 0.02% 636 +26,327 306.66% Q1 2026 May 15, 2026
Maple Capital Management, Inc. History Added to 34,787 1,760 0.12% 0.11% 637 +1,641 4.95% Q1 2026 May 08, 2026
Berger Financial Group, Inc History Added to 34,756 1,759 0.1% 0.03% 638 +22,873 192.49% Q1 2026 Apr 28, 2026
OneAscent Wealth Management LLC History Reduced 34,718 1,757 0.58% 0.68% 639 -5,881 -14.49% Q1 2026 Apr 21, 2026
Vista Cima Wealth Management LLC History Reduced 34,678 1,755 1.73% 1.68% 640 -5,143 -12.92% Q1 2026 May 12, 2026
Aries Wealth Management History Added to 34,615 1,751 0.38% 0.37% 641 +1,700 5.16% Q1 2026 May 14, 2026
Crossmark Global Holdings, Inc. History No change 34,584 1,750 0.03% 0.03% 642 0 0.0% Q1 2026 May 11, 2026
NATIXIS ADVISORS, LLC History Added to 33,992 1,720 0.0% 0.0% 643 +17,667 108.22% Q1 2026 May 13, 2026
NewSquare Capital LLC History Added to 33,535 1,697 0.15% 0.13% 644 +4,758 16.53% Q1 2026 May 08, 2026
Alessandra Capital Management, LLC History Added to 32,492 1,644 1.4% 1.44% 645 +407 1.27% Q1 2026 Apr 30, 2026
Legacy Capital Group California, Inc. History Reduced 32,236 1,631 0.62% 2.89% 646 -203,285 -86.31% Q1 2026 May 04, 2026
Pasadena Private Wealth, LLC History Added to 32,223 1,630 0.23% 0.07% 647 +21,718 206.74% Q1 2026 Apr 22, 2026
PCG ASSET MANAGEMENT, LLC History Added to 32,185 1,628 1.3% 1.27% 648 +1,350 4.38% Q1 2026 May 12, 2026
Entruity Wealth, LLC History Reduced 31,541 1,596 1.08% 1.23% 649 -2,524 -7.41% Q1 2026 May 08, 2026
GUIDANCE CAPITAL, INC History Added to 31,620 1,595 0.36% 0.39% 650 +51 0.16% Q1 2026 May 08, 2026
JM2 Capital Inc. History Added to 31,218 1,579 1.31% 1.26% 651 +306 0.99% Q1 2026 Apr 27, 2026
First Heartland Consultants, Inc. History Added to 30,954 1,566 0.12% 0.11% 652 +2,822 10.03% Q1 2026 Apr 08, 2026
Aspen Wealth Strategies, LLC History Added to 30,592 1,548 0.83% 0.76% 653 +3,073 11.17% Q1 2026 May 08, 2026
GREENBERG FINANCIAL GROUP History No change 30,520 1,544 0.64% 0.64% 654 0 0.0% Q4 2025 Jan 22, 2026
Ballentine Partners, LLC History New 30,435 1,540 0.02% 655 +30,435 New Q1 2026 May 14, 2026
Summit Place Financial Advisors, LLC History Reduced 30,266 1,531 0.74% 0.85% 656 -4,387 -12.66% Q1 2026 May 01, 2026
Nolet Wealth Management, LLC History Reduced 30,212 1,529 0.87% 1.68% 657 -29,386 -49.31% Q1 2026 May 05, 2026
Quantinno Capital Management LP History New 30,069 1,521 0.0% 658 +30,069 New Q1 2026 May 15, 2026
Dorsey & Whitney Trust CO LLC History Reduced 29,887 1,512 0.08% 0.09% 660 -3,939 -11.64% Q1 2026 May 14, 2026
StoneX Group Inc. History Added to 29,906 1,512 0.08% 0.06% 659 +2,013 7.22% Q1 2026 May 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 29,842 1,510 0.07% 0.06% 661 +6,681 28.85% Q1 2026 Apr 28, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 29,748 1,505 0.12% 0.14% 662 -4,626 -13.46% Q1 2026 Apr 16, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 29,682 1,502 0.5% 0.57% 663 -4,561 -13.32% Q1 2026 May 15, 2026
Faithward Advisors, LLC History Added to 29,535 1,494 0.21% 0.13% 664 +11,626 64.92% Q1 2026 Apr 17, 2026
CoreCap Advisors, LLC History Reduced 29,456 1,490 0.05% 0.05% 665 -190 -0.64% Q1 2026 Apr 07, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 29,351 1,485 0.65% 0.47% 666 +7,892 36.78% Q1 2026 May 05, 2026
Compound Planning, Inc. History Reduced 29,358 1,485 0.05% 0.05% 667 -1,660 -5.35% Q1 2026 May 14, 2026
National Wealth Management Group, LLC History Added to 29,306 1,483 0.55% 0.39% 668 +7,097 31.96% Q1 2026 May 11, 2026
BRADY FAMILY WEALTH, LLC History Added to 28,850 1,460 0.46% 0.44% 669 +592 2.09% Q1 2026 Apr 08, 2026
Slow Capital, Inc. History Reduced 28,310 1,432 0.19% 0.18% 670 -1,894 -6.27% Q1 2026 Apr 24, 2026
Integrated Advisors Network LLC History Reduced 28,287 1,431 0.08% 0.13% 671 -30,927 -52.23% Q1 2026 Apr 28, 2026
Cordgrass Capital Advisors, LLC History Added to 28,187 1,426 0.33% 0.11% 672 +18,778 199.57% Q1 2026 May 07, 2026
Blue Chip Partners, LLC History Reduced 27,947 1,414 0.1% 0.1% 674 -276 -0.98% Q1 2026 May 15, 2026
IRON Financial LLC History Added to 27,954 1,414 0.62% 0.65% 673 +93 0.33% Q1 2026 Apr 27, 2026
Laraway Financial Advisors Inc History Added to 27,861 1,410 0.99% 0.85% 675 +1,939 7.48% Q1 2026 May 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 27,758 1,404 0.34% 0.16% 676 +14,628 111.41% Q1 2026 Apr 10, 2026
Evergreen Wealth Partners LLC History Reduced 27,577 1,395 1.07% 2.09% 677 -21,346 -43.63% Q1 2026 May 08, 2026
Mascagni Wealth Management, Inc. History Reduced 27,483 1,390 0.99% 1.09% 678 -1,457 -5.03% Q1 2026 May 19, 2026
TriaGen Wealth Management LLC History Reduced 27,097 1,371 0.37% 0.39% 679 -2,631 -8.85% Q1 2026 Apr 29, 2026
McBroom & Associates, LLC History Reduced 26,979 1,365 0.76% 0.81% 680 -6,167 -18.61% Q1 2026 Apr 22, 2026
Sloy Dahl & Holst, LLC History Reduced 26,960 1,364 0.19% 0.17% 682 -755 -2.72% Q1 2026 May 13, 2026
Family Manage LLC History Reduced 26,970 1,364 0.16% 0.18% 681 -630 -2.28% Q1 2026 May 15, 2026
Schwallier Wealth Management LLC History Reduced 26,780 1,355 0.99% 1.31% 683 -13,747 -33.92% Q1 2026 May 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 26,751 1,353 0.35% 0.15% 685 +15,804 144.37% Q1 2026 Apr 29, 2026
Diversified Trust Co History Reduced 26,747 1,353 0.03% 0.04% 684 -12,152 -31.24% Q1 2026 Apr 16, 2026
Clarity Wealth Advisors, LLC History Added to 26,588 1,345 0.28% 0.27% 686 +4 0.02% Q1 2026 Apr 24, 2026
WealthTrak Capital Management LLC History Reduced 26,526 1,342 0.96% 0.98% 687 -446 -1.65% Q1 2026 May 12, 2026
CONDOR CAPITAL MANAGEMENT History Added to 26,515 1,341 0.11% 0.06% 688 +11,787 80.03% Q1 2026 May 11, 2026
Signal Advisors Wealth, LLC History Added to 26,452 1,338 0.09% 0.11% 689 +252 0.96% Q1 2026 Apr 17, 2026
HORIZON FINANCIAL SERVICES, LLC History Reduced 26,134 1,322 0.58% 0.68% 690 -3,393 -11.49% Q1 2026 Apr 15, 2026
Castle Rock Wealth Management, LLC History Added to 26,120 1,318 0.29% 0.22% 691 +6,350 32.12% Q1 2026 Apr 08, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 25,882 1,309 0.06% 0.07% 692 +2,395 10.2% Q1 2026 Apr 15, 2026
CAP Partners, LLC History Added to 25,797 1,305 0.74% 0.67% 693 +2,476 10.62% Q1 2026 Apr 28, 2026
Detalus Advisors, LLC History No change 25,700 1,300 0.3% 0.32% 694 0 0.0% Q1 2026 Apr 22, 2026
Curi Capital, LLC History Added to 25,663 1,298 0.02% 0.02% 695 +1,794 7.52% Q1 2026 May 15, 2026
AIFG Consultants Ltd. History No change 25,631 1,296 2.23% 2.23% 696 0 0.0% Q4 2025 Feb 04, 2026
Key FInancial Inc History Added to 25,566 1,293 0.23% 0.13% 697 +11,027 75.84% Q1 2026 Apr 24, 2026
UMB Bank, n.a. History Added to 25,374 1,284 0.02% 0.02% 698 +443 1.78% Q1 2026 May 11, 2026
Allen Capital Group, LLC History Reduced 25,046 1,267 0.11% 1.43% 699 -283,541 -91.88% Q1 2026 May 27, 2026
U.S. Capital Wealth Advisors, LLC History Added to 25,008 1,265 0.03% 0.03% 700 +4,755 23.48% Q1 2026 Apr 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 24,958 1,263 0.03% 0.02% 701 +5,548 28.58% Q1 2026 Apr 29, 2026
Venture Visionary Partners LLC History Reduced 24,794 1,254 0.04% 0.04% 702 -700 -2.75% Q1 2026 May 14, 2026
Principle Wealth Partners LLC History Added to 24,577 1,243 0.07% 0.05% 703 +7,645 45.15% Q1 2026 May 07, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Reduced 24,441 1,236 0.35% 0.47% 704 -9,450 -27.88% Q1 2026 Apr 28, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 24,351 1,229 0.07% 0.06% 705 +3,930 19.24% Q1 2026 Apr 17, 2026
Total Clarity Wealth Management, Inc. History Added to 24,110 1,220 0.29% 0.24% 706 +4,243 21.36% Q1 2026 Apr 17, 2026
SBI Securities Co., Ltd. History Reduced 24,100 1,219 0.03% 0.03% 707 -1,213 -4.79% Q1 2026 Apr 27, 2026
FOSTER & MOTLEY INC History Reduced 24,073 1,218 0.06% 0.08% 708 -3,756 -13.5% Q1 2026 Apr 21, 2026
CX Institutional History Reduced 23,972 1,213 0.04% 0.06% 709 -14,006 -36.88% Q1 2026 Apr 06, 2026
PARK AVENUE SECURITIES LLC History New 23,513 1,190 0.01% 710 +23,513 New Q1 2026 Apr 07, 2026
Midwest Financial Network, LLC History Reduced 23,478 1,188 0.94% 1.04% 711 -3,275 -12.24% Q1 2026 Jun 04, 2026
Allspring Global Investments Holdings, LLC History Added to 23,449 1,183 0.0% 0.0% 712 +5,000 27.1% Q1 2026 May 05, 2026
COFG Advisors, LLC History Added to 23,303 1,179 0.29% 0.23% 713 +4,852 26.3% Q1 2026 May 11, 2026
FourThought Financial Partners, LLC History Reduced 23,226 1,175 0.1% 0.11% 714 -1,990 -7.89% Q1 2026 May 07, 2026
LOGAN CAPITAL MANAGEMENT INC History New 23,000 1,164 0.05% 715 +23,000 New Q1 2026 May 08, 2026
Smart Portfolios, LLC History Reduced 22,982 1,163 1.16% 1.19% 716 -668 -2.82% Q1 2026 May 01, 2026
OneAscent Financial Services LLC History Added to 22,934 1,160 0.06% 0.07% 717 +8,941 63.9% Q1 2026 Apr 21, 2026
PDS Planning, Inc History Reduced 22,643 1,145 0.08% 0.08% 718 -2,018 -8.18% Q1 2026 Apr 21, 2026
Tarbox Family Office, Inc. History Added to 22,464 1,136 0.18% 0.18% 719 +198 0.89% Q1 2026 Apr 23, 2026
Park Place Capital Corp History Reduced 22,310 1,129 0.23% 0.24% 720 -35 -0.16% Q1 2026 Apr 09, 2026
Nicholson Meyer Capital Management, Inc. History Added to 22,287 1,127 0.86% 0.84% 721 +202 0.91% Q1 2026 Apr 22, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 22,220 1,124 0.29% 2.12% 722 -145,095 -86.72% Q1 2026 May 07, 2026
Wall Street Financial Group, Inc. History Added to 22,188 1,122 0.66% 0.53% 723 +7,493 50.99% Q1 2026 May 05, 2026
Daner Wealth Management, LLC History Reduced 22,144 1,118 0.66% 0.69% 724 -36 -0.16% Q1 2026 May 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 22,084 1,117 0.01% 0.0% 725 +20,210 1078.44% Q1 2026 May 13, 2026
Strong Retirement Solutions LLC History Added to 22,058 1,116 0.78% 0.74% 726 +197 0.9% Q1 2026 Apr 20, 2026
BLB&B Advisors, LLC History Reduced 21,979 1,112 0.05% 0.05% 727 -261 -1.17% Q1 2026 Apr 28, 2026
Colonial River Investments, LLC History Added to 21,949 1,110 0.4% 0.38% 728 +1,012 4.83% Q1 2026 Apr 27, 2026
Edge Financial Advisors LLC History No change 21,883 1,107 0.47% 0.47% 729 0 0.0% Q4 2025 Jan 28, 2026
Roble, Belko & Company, Inc History Reduced 21,595 1,093 0.14% 0.22% 730 -11,786 -35.31% Q1 2026 Apr 16, 2026
Next Capital Management LLC History Reduced 21,598 1,093 0.33% 0.53% 731 -10,964 -33.67% Q1 2026 May 07, 2026
Generation Capital Management LLC History Added to 21,500 1,088 0.8% 0.61% 732 +3,000 16.22% Q1 2026 May 08, 2026
Beaumont Financial Advisors, LLC History Reduced 21,496 1,087 0.07% 0.09% 733 -4,378 -16.92% Q1 2026 May 05, 2026
RM Financial Services, LLC History No change 21,428 1,084 0.93% 0.96% 734 0 0.0% Q1 2026 May 14, 2026
LifeWealth Investments, LLC History Reduced 21,069 1,066 0.32% 0.36% 735 -1,237 -5.55% Q1 2026 Apr 20, 2026
Birch Capital Management, LLC History Added to 20,985 1,062 0.56% 0.51% 736 +598 2.93% Q1 2026 Apr 15, 2026
Nordwand Advisors, LLC History Added to 20,945 1,060 0.19% 0.18% 737 +250 1.21% Q1 2026 May 07, 2026
AUCTUS ADVISORS LLC History New 20,828 1,054 1.0% 738 +20,828 New Q1 2026 Apr 23, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 20,775 1,051 0.06% 0.06% 739 +48 0.23% Q1 2026 May 12, 2026
ROMAN BUTLER FULLERTON & CO History Added to 20,758 1,048 0.29% 0.19% 740 +6,699 47.65% Q1 2026 Apr 30, 2026
Alteri Wealth LLC History Added to 20,545 1,039 0.34% 0.07% 741 +16,500 407.91% Q1 2026 May 06, 2026
Portside Wealth Group, LLC History Added to 20,516 1,038 0.14% 0.13% 742 +1,337 6.97% Q1 2026 May 12, 2026
Realta Investment Advisors History Reduced 20,426 1,033 0.36% 0.34% 743 -247 -1.19% Q1 2026 Apr 22, 2026
Petix & Botte Co History Reduced 20,234 1,024 0.23% 0.24% 744 -410 -1.99% Q1 2026 Apr 30, 2026
IHT Wealth Management, LLC History Reduced 20,074 1,015 0.02% 0.03% 745 -3,135 -13.51% Q1 2026 May 15, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 19,929 1,008 0.15% 0.06% 746 +11,181 127.81% Q1 2026 May 13, 2026
Rollins Financial Advisors, LLC History Reduced 19,935 1,008 0.16% 0.17% 747 -2,569 -11.42% Q1 2026 May 05, 2026
Narus Financial Partners, LLC History Reduced 19,835 1,003 0.26% 0.28% 748 -614 -3.0% Q1 2026 Apr 21, 2026
Second Line Capital, LLC History Added to 19,427 983 0.19% 0.13% 749 +6,846 54.42% Q1 2026 May 14, 2026
Midwest Trust Co History New 19,032 963 0.01% 750 +19,032 New Q1 2026 May 01, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 18,970 960 0.35% 0.21% 751 +8,390 79.3% Q1 2026 Apr 17, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 18,923 957 0.43% 0.55% 752 -4,821 -20.3% Q1 2026 Apr 24, 2026
CGN Advisors LLC History Added to 18,759 949 0.07% 0.08% 753 +36 0.19% Q1 2026 Apr 13, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 18,545 939 0.67% 0.64% 754 +44 0.24% Q1 2026 May 08, 2026
Sunpointe, LLC History Added to 18,494 935 0.31% 0.23% 755 +4,665 33.73% Q1 2026 Apr 21, 2026
Whipplewood Advisors, LLC History Added to 18,494 935 0.49% 0.59% 756 +227 1.24% Q1 2026 Apr 30, 2026
Nelson Capital Management, LLC History Reduced 18,388 930 0.11% 0.12% 757 -2,697 -12.79% Q1 2026 May 06, 2026
Mendota Financial Group, LLC History Added to 18,244 923 0.68% 0.66% 758 +185 1.02% Q1 2026 Apr 16, 2026
Commerce Advisors, LLC History New 18,092 915 0.77% 759 +18,092 New Q1 2026 May 12, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 18,035 912 0.16% 0.19% 760 -3,091 -14.63% Q1 2026 Apr 29, 2026
Stark Wealth Management LLC History No change 18,003 910 3.42% 3.42% 761 0 0.0% Q4 2025 Feb 17, 2026
Family Capital Trust Co History Added to 17,937 907 0.33% 0.29% 762 +99 0.55% Q1 2026 Apr 29, 2026
JNBA Financial Advisors History Reduced 17,866 904 0.08% 0.11% 763 -6,952 -28.01% Q1 2026 Apr 22, 2026
CHANNEL WEALTH LLC History Reduced 17,779 899 0.22% 0.26% 764 -2,636 -12.91% Q1 2026 May 11, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 17,514 886 0.05% 0.02% 765 +11,876 210.64% Q1 2026 Apr 16, 2026
Capital Analysts, LLC History Added to 17,496 885 0.02% 0.02% 766 +2,299 15.13% Q1 2026 May 14, 2026
Signature Equity Partners, LLC History Reduced 17,421 881 0.47% 0.51% 769 -655 -3.62% Q1 2026 May 13, 2026
Smartleaf Asset Management LLC History Reduced 17,434 881 0.03% 0.03% 768 -13 -0.07% Q1 2026 May 15, 2026
Key Client Fiduciary Advisors, LLC History No change 17,421 881 0.3% 0.3% 767 0 0.0% Q1 2026 Apr 09, 2026
XY Planning Network, Inc. History Added to 17,091 862 0.14% 0.11% 770 +4,665 37.54% Q1 2026 Apr 14, 2026
Boyce & Associates Wealth Consulting, Inc. History Reduced 17,015 861 0.65% 4.05% 771 -80,146 -82.49% Q1 2026 Apr 13, 2026
L & S Advisors Inc History Reduced 16,973 859 0.11% 0.1% 772 -4,858 -22.25% Q1 2026 May 11, 2026
TRUE Private Wealth Advisors History Added to 16,942 857 0.08% 0.06% 773 +5,639 49.89% Q1 2026 May 15, 2026
BANK OF HAWAII History Reduced 16,888 854 0.04% 0.05% 774 -4,940 -22.63% Q1 2026 May 14, 2026
Keel Point, LLC History Added to 16,892 854 0.06% 0.04% 775 +2,203 15.0% Q1 2026 May 29, 2026
Agate Pass Investment Management, LLC History Added to 16,862 853 0.33% 0.31% 776 +400 2.43% Q1 2026 Apr 07, 2026
Asio Capital, LLC History Added to 16,500 835 0.12% 0.1% 777 +2,000 13.79% Q1 2026 Apr 15, 2026
Latitude Advisors, LLC History Reduced 16,512 835 0.38% 0.37% 778 -221 -1.32% Q1 2026 Apr 27, 2026
Core Wealth Advisors, Inc. History Reduced 16,268 823 0.2% 0.21% 779 -6 -0.04% Q1 2026 May 15, 2026
New Insight Wealth Advisors History Added to 16,222 820 0.29% 0.29% 780 +179 1.12% Q1 2026 May 07, 2026
GEM Asset Management, LLC History Reduced 16,148 817 0.36% 0.43% 781 -3,093 -16.08% Q1 2026 Apr 10, 2026
Investment Planning Advisors, Inc. History Reduced 16,095 814 0.22% 0.28% 782 -2,630 -14.05% Q1 2026 Apr 23, 2026
FORBES J M & CO LLP History No change 15,987 809 0.07% 0.07% 783 0 0.0% Q1 2026 Apr 16, 2026
Ridge Creek Global, Inc History Reduced 15,972 808 0.69% 0.71% 785 -672 -4.04% Q1 2026 May 13, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 15,983 808 0.12% 0.11% 784 0 0.0% Q1 2026 Apr 08, 2026
Investment Partners Asset Management, Inc. History Added to 15,925 805 0.5% 0.46% 786 +1,212 8.24% Q1 2026 Apr 07, 2026
JDM Financial Group LLC History Reduced 15,876 803 0.31% 0.32% 787 -314 -1.94% Q1 2026 May 20, 2026
Strategic Financial Concepts, LLC History Added to 15,752 797 0.2% 0.61% 788 +2,649 20.22% Q1 2026 May 12, 2026
Delta Investment Management, LLC History Reduced 15,620 790 0.14% 0.15% 789 -1,246 -7.39% Q1 2026 May 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 15,586 788 0.09% 0.08% 790 +129 0.83% Q1 2026 Apr 23, 2026
Caerus Investment Advisors, LLC History New 15,564 787 0.33% 791 +15,564 New Q1 2026 Jun 01, 2026
Affiance Financial, LLC History Reduced 15,535 786 0.13% 0.13% 792 -124 -0.79% Q1 2026 Apr 14, 2026
REICON WEALTH ADVISORS, LLC History Reduced 15,450 781 0.59% 0.72% 794 -4,142 -21.14% Q1 2026 May 08, 2026
LVZ, Inc. History Added to 15,448 781 0.09% 0.09% 793 +99 0.64% Q1 2026 Apr 28, 2026
Nepsis Inc. History Added to 15,407 779 0.26% 0.23% 795 +961 6.65% Q1 2026 Apr 15, 2026
Lunt Capital Management, Inc. History Reduced 15,404 779 0.3% 0.29% 796 -150 -0.96% Q1 2026 May 12, 2026
GeoWealth Management, LLC History Added to 15,323 775 0.03% 0.02% 797 +1,931 14.42% Q1 2026 May 13, 2026
Princeton Global Asset Management LLC History Added to 15,273 772 0.13% 0.12% 798 +158 1.05% Q1 2026 Apr 22, 2026
Advisor Resource Council History Added to 15,250 771 0.25% 0.19% 799 +4,700 44.55% Q1 2026 May 07, 2026
Beta Wealth Group, Inc. History Added to 15,223 770 0.32% 0.14% 800 +8,377 122.36% Q1 2026 May 07, 2026
Regal Investment Advisors LLC History Reduced 15,070 762 0.04% 0.05% 801 -1,379 -8.38% Q1 2026 May 14, 2026
Pallas Capital Advisors LLC History No change 15,046 761 0.03% 0.03% 802 0 0.0% Q1 2026 Apr 21, 2026
US BANCORP \DE\ History Reduced 15,011 759 0.0% 0.0% 803 -351 -2.28% Q1 2026 May 14, 2026
Lifestyle Asset Management, Inc. History Reduced 14,844 751 0.25% 0.25% 804 -157 -1.05% Q1 2026 Apr 10, 2026
Wilkerson Advisory Group LLC History Reduced 14,711 744 0.26% 0.29% 805 -1,702 -10.37% Q1 2026 May 08, 2026
Sanchez Gaunt Capital Management, LLC History New 14,655 741 0.46% 806 +14,655 New Q1 2026 Apr 14, 2026
Decker Wealth Management LLC History Added to 14,596 738 0.17% 0.16% 807 +618 4.42% Q1 2026 May 06, 2026
Trask Adam Roland History New 14,550 736 0.7% 808 +14,550 New Q1 2026 May 15, 2026
Ausdal Financial Partners, Inc. History Added to 14,476 732 0.03% 0.03% 809 +3,416 30.89% Q1 2026 May 12, 2026
SeaCrest Wealth Management, LLC History No change 14,383 727 0.08% 0.07% 810 0 0.0% Q1 2026 Apr 15, 2026
Sterling Investment Counsel, LLC History Added to 14,297 723 0.2% 0.18% 811 +1,920 15.51% Q1 2026 Apr 16, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 14,302 723 0.07% 0.08% 812 -1,160 -7.5% Q1 2026 Apr 27, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 14,235 720 0.09% 0.1% 813 -2,603 -15.46% Q1 2026 May 05, 2026
SteelPeak Wealth, LLC History Added to 14,211 719 0.02% 0.02% 814 +2,825 24.81% Q1 2026 May 05, 2026
CATALYST PRIVATE WEALTH, LLC History No change 14,087 712 0.39% 0.31% 815 0 0.0% Q1 2026 Apr 13, 2026
PFG Advisors History Added to 14,001 708 0.03% 0.02% 816 +5,577 66.2% Q1 2026 May 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 13,776 697 0.05% 0.04% 817 +2,693 24.3% Q1 2026 Apr 21, 2026
Waldron Private Wealth LLC History Reduced 13,624 689 0.03% 0.03% 818 -3,185 -18.95% Q1 2026 Apr 10, 2026
Keystone Wealth Services, LLC History Added to 13,568 686 0.15% 0.05% 819 +8,899 190.6% Q1 2026 May 13, 2026
Gibbs Wealth Management History Added to 13,465 681 0.09% 0.16% 820 +649 5.06% Q1 2026 May 13, 2026
Cannon Wealth Management Services, LLC History Reduced 13,394 677 0.46% 0.56% 821 -2,208 -14.15% Q1 2026 May 05, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 13,314 673 0.28% 0.36% 822 -5,099 -27.69% Q1 2026 May 07, 2026
Traynor Capital Management, Inc. History Added to 13,206 667 0.04% 0.03% 823 +1,461 12.44% Q1 2026 May 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 13,168 666 0.01% 0.01% 824 -111 -0.84% Q1 2026 Apr 15, 2026
TBH Global Asset Management, LLC History New 12,987 657 0.13% 827 +12,987 New Q1 2026 Apr 22, 2026
Coordinated Financial Services, Inc. History Reduced 13,000 657 0.38% 0.57% 826 -6,500 -33.33% Q1 2026 May 01, 2026
Brio Consultants, LLC History Reduced 13,026 657 0.08% 0.1% 825 -2,571 -16.48% Q1 2026 May 06, 2026
Sowa Financial Group, Inc. History Reduced 12,916 654 0.32% 0.34% 829 -101 -0.78% Q1 2026 Apr 15, 2026
Royal Harbor Partners, LLC History No change 12,936 654 0.22% 0.22% 828 0 0.0% Q1 2026 Apr 24, 2026
ROVIN CAPITAL /UT/ /ADV History No change 12,765 646 0.17% 0.17% 830 0 0.0% Q4 2025 Feb 09, 2026
GPS Wealth Strategies Group, LLC History No change 12,746 644 0.55% 0.55% 831 0 0.0% Q4 2025 Feb 06, 2026
BYRNE FINANCIAL FREEDOM, LLC History Reduced 12,644 639 0.31% 0.75% 832 -19,719 -60.93% Q1 2026 Apr 27, 2026
Moors & Cabot, Inc. History Added to 12,618 638 0.03% 0.02% 833 +3,449 37.62% Q1 2026 May 08, 2026
Lineweaver Wealth Advisors, LLC History Reduced 12,558 635 0.09% 0.14% 834 -7,850 -38.47% Q1 2026 Apr 08, 2026
Harpswell Capital Advisors, LLC History New 12,488 632 0.47% 835 +12,488 New Q1 2026 Apr 10, 2026
Security Financial Services, INC. History Reduced 12,462 630 0.1% 0.13% 836 -3,947 -24.05% Q1 2026 May 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 12,377 626 0.03% 0.04% 837 -3,824 -23.6% Q1 2026 Apr 15, 2026
Argent Trust Co History Added to 12,361 625 0.02% 0.02% 838 +255 2.11% Q1 2026 May 13, 2026
Capital Planning Advisors, LLC History Reduced 12,334 624 0.09% 0.09% 839 -1,636 -11.71% Q1 2026 May 14, 2026
FIRST HAWAIIAN BANK History Reduced 12,266 620 0.09% 0.28% 840 -29,645 -70.73% Q1 2026 Apr 13, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 12,256 620 0.22% 0.24% 841 -804 -6.16% Q1 2026 Apr 15, 2026
J HAGAN CAPITAL, INC. History Reduced 12,133 614 0.33% 0.9% 843 -20,153 -62.42% Q1 2026 May 12, 2026
Strategies Wealth Advisors, LLC History Reduced 12,144 614 0.06% 0.07% 842 -1,464 -10.76% Q1 2026 May 15, 2026
Balboa Wealth Partners History Reduced 12,033 608 0.1% 0.13% 844 -2,995 -19.93% Q1 2026 Apr 16, 2026
URS Advisory LLC History Added to 12,028 608 0.44% 0.4% 845 +2,541 26.78% Q1 2026 Apr 23, 2026
AGH Wealth Advisors, LLC History No change 12,000 607 0.45% 0.46% 846 0 0.0% Q1 2026 Apr 22, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 11,977 606 0.04% 0.12% 847 -21,881 -64.63% Q1 2026 Apr 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 11,939 604 0.02% 0.02% 848 +469 4.09% Q1 2026 May 14, 2026
Janney Capital Management LLC History No change 11,850 599 0.04% 0.04% 849 0 0.0% Q4 2025 Feb 11, 2026
SHP Wealth Management History Reduced 11,783 596 0.04% 0.05% 850 -1,117 -8.66% Q1 2026 May 08, 2026
NICOLET BANKSHARES INC History Added to 11,762 595 0.02% 0.09% 851 +1,032 9.62% Q1 2026 May 14, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 11,698 592 0.09% 0.1% 852 -649 -5.26% Q1 2026 Apr 13, 2026
RMR Wealth Builders History New 11,667 590 0.05% 853 +11,667 New Q1 2026 Apr 22, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 11,542 584 0.17% 0.15% 854 +1,973 20.62% Q1 2026 Apr 06, 2026
Lionsbridge Wealth Management LLC History Reduced 11,556 584 0.59% 0.65% 855 -1,233 -9.64% Q1 2026 May 15, 2026
M Holdings Securities, Inc. History Added to 11,527 582 0.04% 0.04% 856 +919 8.66% Q1 2026 May 12, 2026
McCartney Wealth Management LLC History New 11,457 579 0.49% 857 +11,457 New Q1 2026 May 11, 2026
AssuredPartners Investment Advisors, LLC History New 11,399 575 0.06% 858 +11,399 New Q1 2026 Apr 10, 2026
Prossimo Advisors, LLC History No change 11,248 569 3.46% 3.66% 859 0 0.0% Q1 2026 Apr 29, 2026
WealthShield Partners, LLC History Reduced 11,169 565 0.06% 0.06% 860 -290 -2.53% Q1 2026 May 01, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 11,145 564 0.12% 0.14% 861 -1,903 -14.58% Q1 2026 May 12, 2026
CHAPIN DAVIS, INC. History No change 11,095 561 0.13% 0.13% 862 0 0.0% Q1 2026 Apr 21, 2026
Pinion Investment Advisors, LLC History Reduced 10,994 556 0.13% 0.14% 864 -376 -3.31% Q1 2026 Apr 24, 2026
B & T Capital Management DBA Alpha Capital Management History No change 11,000 556 0.08% 0.08% 863 0 0.0% Q1 2026 May 13, 2026
TWO SIGMA SECURITIES, LLC History Reduced 10,929 553 0.06% 0.24% 865 -22,919 -67.71% Q1 2026 May 15, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 10,800 546 0.45% 0.46% 866 0 0.0% Q1 2026 May 13, 2026
HICKS CAPITAL MANAGEMENT LLC History Reduced 10,708 541 0.54% 0.82% 867 -5,446 -33.71% Q1 2026 Apr 16, 2026
Robertson Stephens Wealth Management, LLC History Added to 10,686 540 0.02% 0.01% 868 +1,708 19.02% Q1 2026 Apr 28, 2026
HORAN Wealth, LLC History Reduced 10,628 537 0.05% 0.08% 869 -11 -0.1% Q1 2026 May 08, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 10,624 536 0.22% 0.75% 870 -20,905 -66.3% Q1 2026 May 04, 2026
Carter Financial, LLC History New 10,602 536 0.47% 871 +10,602 New Q1 2026 May 13, 2026
Mittelman Wealth Management History Added to 10,525 532 0.33% 0.31% 872 +1,066 11.27% Q1 2026 May 15, 2026
Lee Financial Co History Added to 10,459 529 0.07% 0.07% 874 +857 8.93% Q1 2026 Apr 13, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 10,455 529 0.09% 0.09% 873 +197 1.92% Q1 2026 May 13, 2026
Rossby Financial, LCC History New 10,336 521 0.11% 876 +10,336 New Q1 2026 May 11, 2026
Legacy Capital Wealth Partners, LLC History No change 10,300 521 0.11% 0.11% 875 0 0.0% Q1 2026 May 15, 2026
Tortuga Wealth Management, Inc History No change 10,086 510 0.54% 0.54% 877 0 0.0% Q4 2025 Apr 16, 2026
Sandy Cove Advisors, LLC History Added to 10,071 509 0.15% 0.13% 878 +1,223 13.82% Q1 2026 May 05, 2026
Strategic Blueprint, LLC History Reduced 9,973 504 0.03% 0.04% 879 -3,218 -24.4% Q1 2026 Apr 29, 2026
Alhambra Investment Management LLC History No change 9,862 499 0.23% 0.23% 880 0 0.0% Q1 2026 Apr 15, 2026
Glenview Trust Co History No change 9,788 495 0.01% 0.01% 881 0 0.0% Q1 2026 May 08, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 9,656 488 0.26% 0.28% 882 -425 -4.22% Q1 2026 May 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 9,570 484 0.01% 0.02% 883 -12,938 -57.48% Q1 2026 May 05, 2026
Retireful, LLC History Reduced 9,511 481 0.68% 0.64% 884 -475 -4.76% Q1 2026 Apr 15, 2026
Turn8 Private Wealth Inc. History New 9,470 479 0.3% 885 +9,470 New Q1 2026 Apr 27, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 9,442 477 0.03% 0.03% 886 +921 10.81% Q1 2026 May 05, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 9,439 477 0.21% 0.14% 887 +96 1.03% Q1 2026 Apr 09, 2026
Oxinas Partners, LLC History Added to 9,373 474 0.22% 0.22% 888 +452 5.07% Q1 2026 Apr 10, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 9,267 468 0.07% 0.08% 890 -1,821 -16.42% Q1 2026 May 13, 2026
Bell Bank History No change 9,259 468 0.02% 0.02% 889 0 0.0% Q1 2026 Apr 23, 2026
Five Oceans Advisors History Added to 9,207 465 0.17% 0.16% 891 +120 1.32% Q1 2026 Apr 07, 2026
MCF Advisors LLC History New 8,907 450 0.02% 892 +8,907 New Q1 2026 May 11, 2026
FIDUCIARY TRUST CO History Reduced 8,829 446 0.01% 0.01% 893 -1,907 -17.76% Q1 2026 May 15, 2026
PROFFITT & GOODSON INC History Added to 8,816 446 0.07% 0.06% 894 +470 5.63% Q1 2026 May 06, 2026
Willow Financial LLC History Reduced 8,712 440 0.45% 4.06% 895 -70,243 -88.97% Q1 2026 Apr 21, 2026
TMB Capital Partners, LLC History Added to 8,673 438 0.15% 0.08% 896 +4,180 93.03% Q1 2026 May 08, 2026
Wellment Financial History Reduced 8,639 437 0.54% 0.53% 897 -274 -3.07% Q1 2026 Apr 28, 2026
Focus Partners Advisor Solutions, LLC History New 8,584 434 0.0% 898 +8,584 New Q1 2026 May 13, 2026
Centurion Wealth Management LLC History Reduced 8,561 433 0.1% 0.11% 899 -1,599 -15.74% Q1 2026 Apr 10, 2026
Rialto Wealth Management, LLC History Reduced 8,531 431 0.1% 0.1% 900 -9 -0.11% Q1 2026 May 14, 2026
Millstone Evans Group, LLC History No change 8,462 428 0.26% 0.25% 901 0 0.0% Q1 2026 Apr 30, 2026
LIBERTY WEALTH MANAGEMENT LLC History New 8,438 427 0.05% 903 +8,438 New Q1 2026 May 12, 2026
VeraBank, N.A. History Reduced 8,453 427 0.08% 0.1% 902 -2,525 -23.0% Q1 2026 May 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 8,419 426 0.04% 0.04% 904 0 0.0% Q1 2026 May 11, 2026
JOHNSON INVESTMENT COUNSEL INC History New 8,400 425 0.0% 905 +8,400 New Q1 2026 May 01, 2026
RED REEF ADVISORS LLC History Reduced 8,274 418 0.44% 0.43% 908 -135 -1.61% Q1 2026 May 12, 2026
Maia Wealth LLC History Added to 8,274 418 0.07% 0.07% 906 +37 0.45% Q1 2026 May 08, 2026
LARCH CAPITAL PARTNERS LLC History No change 8,262 418 0.06% 0.06% 907 0 0.0% Q1 2026 May 15, 2026
MMA ASSET MANAGEMENT LLC History Reduced 8,257 417 0.15% 0.18% 909 -1,594 -16.18% Q1 2026 Apr 08, 2026
IFC & Insurance Marketing, Inc. History Added to 8,247 417 0.44% 0.41% 910 +27 0.33% Q1 2026 Apr 16, 2026
Prism Advisors, Inc. History Reduced 8,227 416 0.11% 4.14% 911 -298,875 -97.32% Q1 2026 Apr 23, 2026
BNB Wealth Management, LLC History No change 8,193 414 0.27% 0.27% 912 0 0.0% Q1 2026 May 13, 2026
Washington Trust Advisors, Inc. History Added to 8,171 413 0.03% 0.03% 913 +68 0.84% Q1 2026 Apr 06, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 8,120 410 0.17% 0.19% 914 -957 -10.54% Q1 2026 May 05, 2026
Baker Ellis Asset Management LLC History Reduced 8,077 408 0.05% 0.05% 915 -10 -0.12% Q1 2026 Apr 17, 2026
Gerald Baker Financial Group LLC History New 8,045 407 0.13% 916 +8,045 New Q1 2026 May 06, 2026
PENNEY FINANCIAL, LLC History New 8,000 404 0.16% 919 +8,000 New Q1 2026 Apr 22, 2026
Koss-Olinger Consulting, LLC History New 7,985 404 0.03% 918 +7,985 New Q1 2026 May 07, 2026
BESSEMER GROUP INC History New 7,982 404 0.0% 917 +7,982 New Q1 2026 May 06, 2026
Linscomb Wealth, Inc. History Added to 7,970 403 0.02% 0.02% 920 +573 7.75% Q1 2026 May 11, 2026
Stonebridge Financial Group, LLC History Reduced 7,932 401 0.03% 0.04% 921 -468 -5.57% Q1 2026 Apr 08, 2026
Marble Wealth, LLC History New 7,896 399 0.07% 922 +7,896 New Q1 2026 May 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 7,862 397 0.0% 923 +7,862 New Q1 2026 May 15, 2026
ACTION POINT FINANCIAL PLANNING, LLC History New 7,806 395 0.35% 924 +7,806 New Q1 2026 May 07, 2026
Platt Wealth Management LLC History Added to 7,650 387 0.38% 0.38% 926 +13 0.17% Q1 2026 May 01, 2026
SAX WEALTH ADVISORS, LLC History No change 7,658 387 0.02% 0.02% 925 0 0.0% Q1 2026 Apr 08, 2026
One Degree Advisors Inc History Reduced 7,600 384 0.1% 0.16% 927 -4,263 -35.94% Q1 2026 May 01, 2026
Centerpoint Advisory Group History Reduced 7,602 384 0.29% 0.31% 928 -408 -5.09% Q1 2026 Apr 29, 2026
Medallion Wealth Advisors, LLC History Reduced 7,565 382 0.12% 0.52% 929 -22,871 -75.14% Q1 2026 Apr 24, 2026
ACIMA PRIVATE WEALTH, LLC History Reduced 7,477 378 0.12% 0.13% 930 -986 -11.65% Q1 2026 Apr 06, 2026
Heck Capital Advisors, LLC History Reduced 7,418 375 0.03% 0.03% 931 -475 -6.02% Q1 2026 Apr 16, 2026
Accurate Wealth Management, LLC History Added to 7,309 369 0.04% 0.05% 932 +23 0.32% Q1 2026 Apr 22, 2026
Andrew Hill Investment Advisors, Inc. History Reduced 7,262 367 0.33% 0.29% 933 -230 -3.07% Q1 2026 Apr 14, 2026
Ballast Financial Advisors LLC History Reduced 7,210 364 0.37% 0.42% 935 -860 -10.66% Q1 2026 May 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 7,207 364 0.02% 0.02% 934 -316 -4.2% Q1 2026 Apr 14, 2026
Fortis Group Advisors, LLC History Added to 7,187 363 0.06% 936 +7,183 179575.0% Q1 2026 May 08, 2026
Fiduciary Alliance LLC History Reduced 7,180 362 0.02% 0.03% 938 -2,120 -22.8% Q1 2026 Apr 20, 2026
CIBC WORLD MARKET INC. History Reduced 7,168 362 0.0% 0.0% 937 -106 -1.46% Q1 2026 May 14, 2026
CDKV HOLDINGS LLC History Reduced 7,120 360 0.32% 0.68% 939 -8,998 -55.83% Q1 2026 May 01, 2026
Clear Trail Advisors, LLC History Reduced 7,076 358 0.06% 0.11% 942 -2,392 -25.26% Q1 2026 Apr 17, 2026
BCGM Wealth Management, LLC History Reduced 7,076 358 0.09% 0.1% 940 -770 -9.81% Q1 2026 May 05, 2026
Granite Group Advisors, LLC History Added to 7,110 358 0.22% 0.2% 941 +13 0.18% Q1 2026 Apr 14, 2026
Elevated Financial Group LLC History Added to 7,046 356 0.12% 0.12% 943 +126 1.82% Q1 2026 May 11, 2026
WORLD EQUITY GROUP, INC. History Reduced 7,018 355 0.09% 0.11% 944 -463 -6.19% Q1 2026 May 06, 2026
Fortress Financial Solutions, LLC History New 6,979 353 0.37% 945 +6,979 New Q1 2026 May 04, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 6,940 351 0.01% 0.01% 946 -1,068 -13.34% Q1 2026 Apr 15, 2026
Elevation Wealth Management LLC History Reduced 6,872 347 0.32% 0.36% 947 -560 -7.53% Q1 2026 May 11, 2026
Brown Miller Wealth Management, LLC History Reduced 6,843 346 0.1% 0.11% 949 -876 -11.35% Q1 2026 Apr 23, 2026
Diversified Portfolios, Inc. History Added to 6,850 346 0.03% 0.03% 948 +600 9.6% Q1 2026 May 06, 2026
LaSalle St. Investment Advisors, LLC History Reduced 6,798 344 0.05% 0.07% 950 -2,295 -25.24% Q1 2026 May 08, 2026
Comprehensive Money Management Services LLC History Added to 6,780 343 0.23% 0.16% 951 +2,130 45.81% Q1 2026 Apr 23, 2026
GUERRA PAN ADVISORS, LLC History Reduced 6,776 342 0.21% 0.22% 953 -500 -6.87% Q1 2026 May 12, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 6,773 342 0.1% 0.11% 952 -495 -6.81% Q1 2026 Apr 13, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 6,746 341 0.09% 0.1% 955 -253 -3.61% Q1 2026 Apr 27, 2026
FLAGSTAR ADVISORS INC History Added to 6,746 341 0.12% 0.11% 954 +68 1.02% Q1 2026 May 12, 2026
RCW Management, LLC History No change 6,745 341 0.35% 0.34% 956 0 0.0% Q1 2026 Apr 15, 2026
Stone Summit Wealth LLC History Reduced 6,720 340 0.09% 0.17% 957 -5,584 -45.38% Q1 2026 Apr 22, 2026
Redwood Financial Network Corp History Reduced 6,711 339 0.22% 0.31% 958 -2,940 -30.46% Q1 2026 May 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 6,689 338 0.06% 0.05% 959 0 0.0% Q1 2026 Apr 29, 2026
Cornerstone Wealth Group, LLC History Reduced 6,666 337 0.02% 0.06% 960 -12,015 -64.32% Q1 2026 Apr 22, 2026
Balefire, LLC History Reduced 6,626 335 0.06% 0.07% 961 -377 -5.38% Q1 2026 May 07, 2026
CIBC Bancorp USA Inc. History New 6,589 333 0.0% 963 +6,589 New Q1 2026 May 12, 2026
SUMMITRY LLC History New 6,585 333 0.01% 962 +6,585 New Q1 2026 May 22, 2026
ALBION FINANCIAL GROUP /UT History Reduced 6,555 331 0.02% 0.02% 964 -115 -1.72% Q1 2026 Apr 27, 2026
Innovative Asset Advisors Group, LLC History New 6,435 325 0.19% 968 +6,435 New Q1 2026 May 12, 2026
Vestmark Advisory Solutions, Inc. History Reduced 6,422 325 0.0% 0.01% 966 -2,143 -25.02% Q1 2026 May 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 6,422 325 0.01% 0.02% 967 -2,143 -25.02% Q1 2026 Apr 27, 2026
Ironvine Capital Partners, LLC History No change 6,441 325 0.04% 0.03% 965 0 0.0% Q1 2026 May 15, 2026
Ankerstar Wealth, LLC History Reduced 6,384 323 0.34% 0.36% 970 -806 -11.21% Q1 2026 May 13, 2026
Montecito Bank & Trust History Reduced 6,393 323 0.05% 0.05% 969 -60 -0.93% Q1 2026 Apr 16, 2026
EPG Wealth Management LLC History Added to 6,351 321 0.09% 0.09% 971 +35 0.55% Q1 2026 May 07, 2026
Lifeworks Advisors, LLC History Reduced 6,339 320 0.04% 0.23% 972 -28,151 -81.62% Q1 2026 May 04, 2026
PlanVest Financial, Inc History New 6,339 320 0.24% 975 +6,339 New Q1 2026 May 14, 2026
Ethos Financial Group, LLC History Reduced 6,324 320 0.02% 0.03% 973 -975 -13.36% Q1 2026 May 05, 2026
UNIQUE WEALTH, LLC History Added to 6,340 320 0.04% 0.04% 974 +280 4.62% Q1 2026 Apr 21, 2026
BostonPremier Wealth LLC History Added to 6,248 316 0.16% 0.15% 976 +434 7.46% Q1 2026 Apr 10, 2026
BridgePort Financial Solutions, LLC History Reduced 6,236 315 0.09% 0.08% 978 -23 -0.37% Q1 2026 Apr 16, 2026
Orion Capital Management LLC History Added to 6,237 315 0.11% 0.11% 977 +1 0.02% Q1 2026 May 14, 2026
Stillwater Private Wealth, LLC History New 6,219 314 0.27% 979 +6,219 New Q1 2026 Jun 03, 2026
Modera Wealth Management, LLC History Reduced 6,106 309 0.0% 0.0% 980 -2,113 -25.71% Q1 2026 May 06, 2026
Inscription Capital, LLC History Reduced 6,032 305 0.03% 0.03% 981 -193 -3.1% Q1 2026 Apr 20, 2026
Emerald Advisors, LLC History Added to 6,009 304 0.04% 0.04% 982 +19 0.32% Q1 2026 Apr 23, 2026
Global Strategic Investment Solutions, LLC History Reduced 5,993 303 0.03% 0.06% 984 -5,547 -48.07% Q1 2026 Apr 29, 2026
Gemmer Asset Management LLC History No change 6,000 303 0.02% 0.02% 983 0 0.0% Q1 2026 Apr 22, 2026
Bank of Jackson Hole Trust History No change 5,944 300 0.15% 0.14% 985 0 0.0% Q1 2026 May 12, 2026
KINTRA WEALTH, LLC History Added to 5,861 296 0.02% 0.04% 986 +111 1.93% Q1 2026 May 15, 2026
Slagle Financial, LLC History Reduced 5,835 295 0.1% 0.11% 989 -642 -9.91% Q1 2026 May 01, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 5,840 295 0.01% 0.01% 987 +362 6.61% Q1 2026 May 15, 2026
NCM Capital Management, LLC History No change 5,848 295 0.11% 0.11% 988 0 0.0% Q1 2026 May 15, 2026
VestGen Advisors, LLC History Reduced 5,811 293 0.01% 0.02% 990 -1,331 -18.64% Q1 2026 May 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 5,787 292 0.08% 0.1% 991 -2,110 -26.72% Q1 2026 Apr 28, 2026
Live Oak Investment Partners History Reduced 5,758 291 0.17% 0.53% 994 -11,371 -66.38% Q1 2026 Apr 29, 2026
Haverford Trust Co History Reduced 5,750 291 0.0% 0.0% 992 -3,000 -34.29% Q1 2026 May 11, 2026
Trust Co History Added to 5,765 291 0.03% 0.03% 993 +19 0.33% Q1 2026 Apr 13, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 5,676 287 0.02% 0.02% 995 -1,000 -14.98% Q1 2026 Apr 15, 2026
Aull & Monroe Investment Management Corp History Reduced 5,690 287 0.13% 0.17% 996 -994 -14.87% Q1 2026 Apr 21, 2026
Argos Wealth Advisors, LLC History Added to 5,655 286 0.08% 0.05% 997 +1,700 42.98% Q1 2026 Apr 27, 2026
Milestone Asset Management Group, LLC History Added to 5,643 285 0.17% 0.16% 998 +51 0.91% Q1 2026 May 14, 2026
Discipline Wealth Solutions, LLC History Added to 5,630 284 0.03% 0.04% 999 +1,159 25.92% Q1 2026 Apr 17, 2026
Twelve Points Wealth Management LLC History No change 5,599 283 0.06% 0.06% 1000 0 0.0% Q1 2026 Apr 14, 2026
Csenge Advisory Group History Reduced 5,564 281 0.01% 0.03% 1001 -9,367 -62.74% Q1 2026 Apr 30, 2026
BlackDiamond Wealth Management, LLC History Added to 5,569 281 0.14% 0.13% 1002 +244 4.58% Q1 2026 May 12, 2026
MASTER'S WEALTH MANAGEMENT INC. History Reduced 5,544 280 0.09% 0.13% 1004 -1,768 -24.18% Q1 2026 Apr 23, 2026
HARMONY ASSET MANAGEMENT LLC History No change 5,542 280 0.09% 0.09% 1003 0 0.0% Q1 2026 May 05, 2026
FAGAN ASSOCIATES, INC. History New 5,460 276 0.04% 1006 +5,460 New Q1 2026 May 04, 2026
InTrack Investment Management Inc History No change 5,459 276 0.16% 0.15% 1005 0 0.0% Q1 2026 Apr 06, 2026
Oak Barrel Wealth Advisory LLC History No change 5,441 275 0.16% 0.16% 1007 0 0.0% Q4 2025 May 07, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History New 5,400 273 0.0% 1009 +5,400 New Q1 2026 Apr 22, 2026
Everest Financial Group LLC History Reduced 5,399 273 0.04% 0.06% 1008 -58 -1.06% Q1 2026 May 15, 2026
Farmers & Merchants Trust Co of Long Beach History No change 5,384 272 0.06% 0.06% 1010 0 0.0% Q1 2026 Apr 16, 2026
SVB WEALTH LLC History Reduced 5,371 271 0.02% 0.04% 1011 -6,532 -54.88% Q1 2026 Apr 17, 2026
Koshinski Asset Management, Inc. History Added to 5,347 270 0.02% 0.02% 1012 +370 7.43% Q1 2026 Apr 27, 2026
Prentice Wealth Management LLC History Reduced 5,323 269 0.06% 0.54% 1013 -41,684 -88.68% Q1 2026 Apr 17, 2026
CWC Advisors, LLC. History Reduced 5,286 267 0.13% 0.13% 1014 -82 -1.53% Q1 2026 Apr 16, 2026
Integrated Capital Management, LLC History Added to 5,233 264 0.11% 0.11% 1015 +137 2.69% Q1 2026 Apr 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 5,209 263 0.0% 0.0% 1016 -89 -1.68% Q1 2026 Apr 24, 2026
CIBC Private Wealth Group LLC History No change 5,200 263 0.0% 0.0% 1017 0 0.0% Q4 2025 Feb 12, 2026
OneAscent Family Office, LLC History Added to 5,180 262 0.18% 0.15% 1018 +946 22.34% Q1 2026 Apr 21, 2026
Riverstone Advisors, LLC History New 5,132 259 0.13% 1020 +5,132 New Q1 2026 Apr 21, 2026
Morey & Quinn Wealth Partners, LLC History No change 5,121 259 0.18% 0.19% 1019 0 0.0% Q1 2026 Apr 21, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 5,116 258 0.09% 0.09% 1021 0 0.0% Q1 2026 Apr 17, 2026
Carrera Capital Advisors History Added to 5,079 257 0.04% 0.04% 1023 +181 3.7% Q1 2026 May 04, 2026
Ascent Group, LLC History Added to 5,094 257 0.01% 0.01% 1022 +42 0.83% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History New 5,000 253 0.0% 1026 +5,000 New Q1 2026 May 06, 2026
SECURED RETIREMENT ADVISORS, LLC History Added to 5,003 253 0.14% 0.13% 1025 +243 5.11% Q1 2026 Apr 24, 2026
Wellington Shields Capital Management, LLC History No change 5,000 253 0.04% 0.04% 1024 0 0.0% Q1 2026 May 04, 2026
Fi3 FINANCIAL ADVISORS, LLC History New 4,995 252 0.07% 1028 +4,995 New Q1 2026 May 07, 2026
WealthCare Investment Partners, LLC History Reduced 5,000 252 0.07% 0.09% 1027 -1,311 -20.77% Q1 2026 Apr 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 4,940 250 0.18% 0.49% 1030 -6,882 -58.21% Q1 2026 Apr 27, 2026
Cherry Creek Investment Advisors, Inc. History Reduced 4,948 250 0.11% 0.11% 1029 -202 -3.92% Q1 2026 Apr 30, 2026
Hershey Financial Advisers, LLC History New 4,927 249 0.22% 1033 +4,927 New Q1 2026 May 06, 2026
Daviman Financial, LLC History Reduced 4,938 249 0.15% 0.15% 1032 -271 -5.2% Q1 2026 Apr 23, 2026
Pinnacle Bancorp, Inc. History No change 4,925 249 0.07% 0.07% 1031 0 0.0% Q1 2026 Apr 22, 2026
MV CAPITAL MANAGEMENT, INC. History New 4,910 248 0.02% 1035 +4,910 New Q1 2026 Apr 30, 2026
LongView Wealth Management History Added to 4,911 248 0.06% 0.06% 1034 +27 0.55% Q1 2026 Apr 15, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 4,861 246 0.11% 0.11% 1036 +1 0.02% Q1 2026 Apr 29, 2026
American Money Management, LLC History Added to 4,843 245 0.04% 0.04% 1037 +48 1.0% Q1 2026 May 11, 2026
Indivisible Partners History Added to 4,805 243 0.02% 0.02% 1040 +753 18.58% Q1 2026 Apr 30, 2026
SHUFRO ROSE & CO LLC History Reduced 4,811 243 0.02% 0.02% 1038 -714 -12.92% Q1 2026 May 15, 2026
Lakeridge Wealth Management LLC History Added to 4,819 243 0.1% 0.11% 1039 +49 1.03% Q1 2026 Apr 08, 2026
TERRIL BROTHERS, INC. History No change 4,800 242 0.07% 0.06% 1041 0 0.0% Q1 2026 May 06, 2026
PMV Capital Advisers, LLC History Reduced 4,764 241 0.41% 0.54% 1043 -1,143 -19.35% Q1 2026 Apr 16, 2026
Aspen Grove Capital, LLC History Reduced 4,776 241 0.05% 0.04% 1042 -55 -1.14% Q1 2026 May 14, 2026
Palatine Hill Wealth Management, LLC History Reduced 4,755 240 0.21% 0.3% 1044 -2,697 -36.19% Q1 2026 May 08, 2026
VVR Holdings LLC History New 4,729 239 0.12% 1045 +4,729 New Q1 2026 Apr 16, 2026
NorthRock Partners, LLC History Reduced 4,695 237 0.0% 0.0% 1046 -412 -8.07% Q1 2026 May 15, 2026
AUA CAPITAL MANAGEMENT, LLC History New 4,672 236 0.12% 1047 +4,672 New Q1 2026 Apr 22, 2026
ETF Store, Inc. History Added to 4,657 235 0.23% 0.23% 1048 +198 4.44% Q1 2026 Apr 30, 2026
Redwood Family Wealth LLC History Reduced 4,642 234 0.23% 0.54% 1050 -6,278 -57.49% Q1 2026 May 13, 2026
Prota Financial, LLC History Added to 4,637 234 0.17% 0.16% 1051 +205 4.63% Q1 2026 Apr 09, 2026
HALL LAURIE J TRUSTEE History No change 4,630 234 0.08% 0.08% 1049 0 0.0% Q1 2026 Apr 06, 2026
Patriot Financial Group Insurance Agency, LLC History New 4,618 233 0.01% 1052 +4,618 New Q1 2026 Apr 22, 2026
Troutman Wealth Management, LLC History Added to 4,594 232 0.19% 0.19% 1053 +19 0.42% Q1 2026 May 08, 2026
Federation des caisses Desjardins du Quebec History Added to 4,580 231 0.0% 0.0% 1054 +3,530 336.19% Q1 2026 May 13, 2026
K2 Financial Inc. History Added to 4,539 229 0.17% 0.17% 1055 +125 2.83% Q1 2026 Apr 28, 2026
Sincerus Advisory, LLC History New 4,520 228 0.17% 1056 +4,520 New Q1 2026 Apr 06, 2026
HighPoint Advisor Group LLC History New 4,481 226 0.01% 1057 +4,481 New Q1 2026 May 14, 2026
Aurdan Capital Management, LLC History Reduced 4,444 224 0.07% 0.08% 1058 -993 -18.26% Q1 2026 Apr 21, 2026
COMMERCE BANK History New 4,426 223 0.0% 1060 +4,426 New Q1 2026 May 11, 2026
Pathstone Holdings, LLC History Reduced 4,410 223 0.0% 0.0% 1059 -3,080 -41.12% Q1 2026 May 11, 2026
IFG Advisors, LLC History Added to 4,390 222 0.04% 0.04% 1061 +45 1.04% Q1 2026 Apr 09, 2026
Etesian Wealth Advisors, Inc. History Added to 4,335 219 0.07% 0.07% 1062 +19 0.44% Q1 2026 Apr 23, 2026
International Private Wealth Advisors LLC History Reduced 4,244 214 0.13% 0.21% 1063 -2,366 -35.79% Q1 2026 Apr 21, 2026
Physician Wealth Advisors, Inc. History Reduced 4,209 213 0.03% 0.03% 1064 -384 -8.36% Q1 2026 Apr 24, 2026
Leslie Global Wealth, LLC History New 4,205 212 0.11% 1066 +4,205 New Q1 2026 May 15, 2026
Legacy Wealth Partners, LLC History Added to 4,202 212 0.05% 0.05% 1065 +143 3.52% Q1 2026 Apr 17, 2026
Hills Bank & Trust Co History No change 4,174 211 0.01% 0.01% 1067 0 0.0% Q1 2026 May 01, 2026
Savvy Advisors, Inc. History Reduced 4,154 210 0.01% 0.01% 1069 -495 -10.65% Q1 2026 May 11, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 4,157 210 0.03% 0.03% 1068 0 0.0% Q1 2026 May 07, 2026
Henderson Brothers Financial Partners, LLC History New 4,146 209 0.05% 1070 +4,146 New Q1 2026 May 04, 2026
BKM Wealth Management, LLC History New 4,113 208 0.08% 1073 +4,113 New Q1 2026 Apr 22, 2026
Tempus Wealth Planning, LLC History Reduced 4,114 208 0.05% 0.07% 1071 -1,559 -27.48% Q1 2026 Apr 28, 2026
Sunflower Bank, N.A. History No change 4,115 208 0.05% 0.05% 1072 0 0.0% Q1 2026 Apr 10, 2026
BlackRock, Inc. History Reduced 4,101 207 0.0% 0.0% 1075 -309 -7.01% Q1 2026 May 13, 2026
SYM FINANCIAL Corp History Reduced 4,100 207 0.02% 0.02% 1074 -22 -0.53% Q1 2026 May 08, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History New 4,083 206 0.01% 1077 +4,083 New Q1 2026 May 12, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 4,071 206 0.15% 0.16% 1076 -137 -3.26% Q1 2026 Apr 22, 2026
Lighthouse Wealth Management Inc. History New 4,052 205 0.14% 1078 +4,052 New Q1 2026 Apr 23, 2026
Kathmere Capital Management, LLC History Added to 4,039 204 0.01% 0.01% 1079 +85 2.15% Q1 2026 Apr 28, 2026
IVC Wealth Advisors LLC History Reduced 4,015 203 0.09% 0.09% 1080 -118 -2.86% Q1 2026 Apr 16, 2026
Front Row Advisors LLC History No change 4,000 202 0.07% 0.07% 1081 0 0.0% Q1 2026 May 19, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 4,000 202 0.01% 0.01% 1082 0 0.0% Q1 2026 May 06, 2026
Equita Financial Network, Inc. History New 3,980 201 0.06% 1083 +3,980 New Q1 2026 Apr 23, 2026
Venturi Wealth Management, LLC History New 3,970 200 0.01% 1085 +3,970 New Q1 2026 Apr 21, 2026
Hubbell Strickland Wealth Management, LLC History New 3,961 200 0.08% 1086 +3,961 New Q1 2026 Apr 29, 2026
Canton Hathaway, LLC History No change 3,953 200 0.04% 0.04% 1084 0 0.0% Q1 2026 Apr 24, 2026
Northwest Capital Management Inc History No change 3,929 198 0.86% 0.86% 1087 0 0.0% Q4 2025 Jan 26, 2026
Hurley Capital, LLC History Added to 3,900 197 0.11% 0.09% 1088 +760 24.2% Q1 2026 May 06, 2026
Sound Income Strategies, LLC History Added to 3,882 195 0.01% 0.01% 1089 +1,312 51.05% Q1 2026 Apr 27, 2026
HHM Wealth Advisors, LLC History Reduced 3,781 191 0.02% 0.03% 1090 -1,773 -31.92% Q1 2026 Apr 17, 2026
Root Financial Partners, LLC History Reduced 3,615 182 0.01% 0.02% 1091 -3,771 -51.06% Q1 2026 Apr 24, 2026
Destiny Wealth Partners, LLC History New 3,556 179 0.02% 1092 +3,556 New Q1 2026 May 11, 2026
ATWOOD & PALMER INC History No change 3,500 177 0.01% 0.01% 1093 0 0.0% Q1 2026 Apr 15, 2026
Fairway Wealth LLC History Reduced 3,479 176 0.05% 0.05% 1094 -98 -2.74% Q1 2026 Apr 23, 2026
FIRST HORIZON CORP History Reduced 3,458 175 0.01% 0.01% 1095 -100 -2.81% Q1 2026 Apr 30, 2026
BARRETT & COMPANY, INC. History No change 3,475 175 0.06% 0.06% 1096 0 0.0% Q1 2026 May 04, 2026
ALERUS FINANCIAL NA History New 3,397 171 0.01% 1097 +3,397 New Q1 2026 May 12, 2026
Harbor Asset Planning, Inc. History Added to 3,367 170 0.14% 0.14% 1098 +33 0.99% Q1 2026 Apr 22, 2026
Oakworth Capital, Inc. History Added to 3,292 166 0.01% 0.0% 1099 +3,000 1027.4% Q1 2026 Apr 24, 2026
CULLEN/FROST BANKERS, INC. History Added to 3,131 158 0.0% 0.0% 1100 +2,375 314.15% Q1 2026 May 05, 2026
WPG Advisers, LLC History Added to 3,131 158 0.12% 0.12% 1101 +5 0.16% Q1 2026 Apr 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 3,102 156 0.01% 0.02% 1102 -882 -22.14% Q1 2026 Apr 23, 2026
WFA of San Diego, LLC History Added to 3,070 155 0.12% 0.11% 1103 +4 0.13% Q1 2026 May 11, 2026
Clearstead Advisors, LLC History No change 3,053 154 0.0% 0.0% 1104 0 0.0% Q1 2026 May 06, 2026
KM Capital Management Ltd. History New 2,955 149 0.1% 1105 +2,955 New Q1 2026 May 15, 2026
Sankala Group LLC History Added to 2,884 145 0.12% 0.12% 1106 +9 0.31% Q1 2026 Mar 31, 2026
PFS Partners, LLC History No change 2,766 139 0.06% 0.06% 1107 0 0.0% Q1 2026 Apr 09, 2026
BLUELINE ADVISORS LLC History Added to 2,652 134 0.1% 0.01% 1108 +2,450 1212.87% Q1 2026 Apr 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,490 126 0.0% 0.0% 1109 -2,325 -48.29% Q1 2026 May 08, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 2,339 118 0.04% 0.04% 1110 0 0.0% Q1 2026 Apr 14, 2026
Lloyd Advisory Services, LLC. History Reduced 2,246 113 0.03% 0.07% 1111 -1,320 -37.02% Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Added to 2,246 113 0.03% 0.03% 1112 +277 14.07% Q1 2026 May 13, 2026
HFM Investment Advisors, LLC History Reduced 2,203 111 0.04% 0.05% 1114 -210 -8.7% Q1 2026 May 01, 2026
Capital Investment Counsel, Inc History No change 2,207 111 0.01% 0.01% 1113 0 0.0% Q1 2026 Apr 21, 2026
Main Management LLC History No change 2,167 110 0.01% 0.01% 1115 0 0.0% Q1 2026 May 14, 2026
Financial Network Wealth Advisors LLC History Added to 2,126 107 0.11% 0.07% 1116 +863 68.33% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History Added to 2,106 106 0.0% 0.0% 1117 +2,068 5442.11% Q1 2026 May 15, 2026
HM PAYSON & CO History No change 2,092 105 0.0% 0.0% 1118 0 0.0% Q1 2026 Apr 13, 2026
SOA Wealth Advisors, LLC. History No change 2,013 101 0.02% 0.02% 1119 0 0.0% Q1 2026 May 20, 2026
Archer Investment Corp History No change 1,991 100 0.02% 0.02% 1120 0 0.0% Q1 2026 May 04, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,966 99 0.04% 0.03% 1121 0 0.0% Q1 2026 Apr 14, 2026
Peck Wealth Management, LLC History No change 1,958 99 0.1% 0.09% 1122 0 0.0% Q1 2026 May 13, 2026
Parkside Financial Bank & Trust History Added to 1,832 92 0.01% 0.01% 1123 +10 0.55% Q1 2026 May 13, 2026
Frazier Financial Advisors, LLC History Reduced 1,770 89 0.05% 0.06% 1124 -161 -8.34% Q1 2026 May 05, 2026
True Wealth Design, LLC History New 1,661 84 0.02% 1126 +1,661 New Q1 2026 Apr 13, 2026
ST GERMAIN D J CO INC History Added to 1,670 84 0.0% 0.0% 1125 +1,195 251.58% Q1 2026 Apr 13, 2026
Brentview Investment Management LLC History New 1,500 75 0.03% 1127 +1,500 New Q1 2026 May 13, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 1,477 74 0.01% 0.01% 1128 -1,490 -50.22% Q1 2026 Apr 23, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 1,475 74 0.01% 1129 +1,475 New Q1 2026 May 06, 2026
Frankly Finances, LLC History New 1,425 72 0.07% 1131 +1,425 New Q1 2026 Apr 29, 2026
Salomon & Ludwin, LLC History Reduced 1,427 72 0.01% 0.01% 1130 -53 -3.58% Q1 2026 May 11, 2026
AMERIFLEX GROUP, INC. History Added to 1,370 69 0.03% 0.04% 1132 +14 1.03% Q1 2026 May 15, 2026
Wagner Wealth Management, LLC History Added to 1,275 64 0.01% 0.01% 1133 +296 30.23% Q1 2026 Apr 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,263 63 0.0% 1134 +1,263 New Q1 2026 May 13, 2026
MASECO LLP History Reduced 1,224 61 0.0% 0.0% 1135 -45 -3.55% Q1 2026 Apr 21, 2026
Aventura Private Wealth, LLC History No change 1,217 61 0.02% 0.02% 1136 0 0.0% Q1 2026 May 05, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 1,200 60 0.02% 0.02% 1137 0 0.0% Q1 2026 May 11, 2026
Strive Financial Group ,LLC History New 1,031 52 0.03% 1140 +1,031 New Q1 2026 May 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 1,047 52 0.0% 0.0% 1138 +304 40.92% Q1 2026 Apr 27, 2026
Winch Advisory Services, LLC History No change 1,039 52 0.01% 0.01% 1139 0 0.0% Q1 2026 Apr 30, 2026
WHITTIER TRUST CO History No change 1,000 50 0.0% 0.0% 1141 0 0.0% Q1 2026 Apr 28, 2026
Rossmore Private Capital History No change 1,000 50 0.0% 0.0% 1142 0 0.0% Q1 2026 May 01, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 939 47 0.02% 0.01% 1143 +42 4.68% Q1 2026 Jun 01, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 910 46 0.01% 0.0% 1144 +7 0.78% Q1 2026 Apr 16, 2026
First Pacific Financial History Reduced 907 45 0.01% 0.01% 1145 -182 -16.71% Q1 2026 Apr 23, 2026
TopTier Wealth Management, LLC History New 882 44 0.03% 1146 +882 New Q1 2026 May 05, 2026
PROTECTIVE LIFE CORP History New 862 43 0.14% 1149 +862 New Q1 2026 May 13, 2026
Rice Partnership, LLC History Added to 855 43 0.01% 0.0% 1148 +655 327.5% Q1 2026 May 07, 2026
Versant Capital Management, Inc History No change 858 43 0.0% 0.01% 1147 0 0.0% Q1 2026 Apr 06, 2026
Nemes Rush Group LLC History New 846 42 0.0% 1151 +846 New Q1 2026 Apr 21, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 837 42 0.0% 0.0% 1150 0 0.0% Q1 2026 Apr 13, 2026
McIlrath & Eck, LLC History No change 766 38 0.0% 0.0% 1152 0 0.0% Q1 2026 May 19, 2026
SageView Advisory Group, LLC History No change 765 38 0.0% 0.0% 1153 0 0.0% Q4 2025 Feb 17, 2026
Barnes Dennig Private Wealth Management LLC History No change 732 37 0.04% 0.04% 1154 0 0.0% Q1 2026 Apr 22, 2026
BARD ASSOCIATES INC History New 717 36 0.01% 1155 +717 New Q1 2026 May 07, 2026
Bogart Wealth, LLC History No change 706 35 0.0% 0.0% 1156 0 0.0% Q1 2026 Apr 28, 2026
BARCLAYS PLC History New 668 33 0.0% 1157 +668 New Q1 2026 May 14, 2026
Motiv8 Investments LLC History No change 631 32 0.02% 0.02% 1158 0 0.0% Q4 2025 Feb 13, 2026
Cornerstone Planning Group LLC History Added to 625 31 0.0% 0.0% 1159 +9 1.46% Q1 2026 May 06, 2026
Copia Wealth Management History Reduced 592 29 0.02% 0.03% 1162 -259 -30.43% Q1 2026 May 04, 2026
Quaker Wealth Management, LLC History Added to 591 29 0.01% 0.01% 1160 +4 0.68% Q1 2026 Apr 10, 2026
SITTNER & NELSON, LLC History No change 588 29 0.01% 0.01% 1161 0 0.0% Q1 2026 May 11, 2026
Jackson Hole Capital Partners, LLC History No change 556 28 0.0% 0.0% 1163 0 0.0% Q1 2026 May 08, 2026
CHELSEA COUNSEL CO History No change 485 24 0.01% 0.01% 1164 0 0.0% Q1 2026 Jun 04, 2026
CVA Family Office, LLC History No change 451 22 0.0% 0.0% 1165 0 0.0% Q1 2026 Apr 29, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 408 21 0.0% 0.0% 1166 +386 1754.55% Q1 2026 May 01, 2026
TUCKER ASSET MANAGEMENT LLC History No change 419 21 0.01% 0.01% 1167 0 0.0% Q4 2025 Feb 05, 2026
Community Bank, N.A. History No change 400 20 0.0% 0.0% 1168 0 0.0% Q1 2026 May 12, 2026
Strategic Investment Solutions, Inc. /IL History Added to 391 19 0.0% 0.0% 1169 +255 187.5% Q1 2026 May 01, 2026
Coston, McIsaac & Partners History No change 336 17 0.0% 0.0% 1170 0 0.0% Q1 2026 Apr 22, 2026
Hughes Financial Services, LLC History No change 335 16 0.0% 0.0% 1171 0 0.0% Q1 2026 Apr 29, 2026
CURIO WEALTH, LLC History No change 312 15 0.01% 0.01% 1172 0 0.0% Q1 2026 May 11, 2026
Eukles Asset Management History No change 280 14 0.01% 0.01% 1173 0 0.0% Q1 2026 May 05, 2026
YANKCOM Partnership History New 275 13 0.01% 1175 +275 New Q1 2026 Apr 20, 2026
Hickory Point Bank & Trust History New 260 13 0.01% 1176 +260 New Q1 2026 Apr 03, 2026
BOK Financial Private Wealth, Inc. History No change 264 13 0.0% 0.0% 1174 0 0.0% Q1 2026 May 12, 2026
Tanglewood Legacy Advisors, LLC History Reduced 255 12 0.0% 0.01% 1178 -220 -46.32% Q1 2026 Apr 27, 2026
Comprehensive Financial Planning, Inc./PA History Added to 246 12 0.01% 0.01% 1179 +3 1.23% Q1 2026 Apr 07, 2026
Private Wealth Asset Management, LLC History No change 250 12 0.0% 0.0% 1177 0 0.0% Q1 2026 May 06, 2026
Legacy Wealth Managment, LLC/ID History Reduced 229 11 0.01% 0.01% 1182 -198 -46.37% Q1 2026 May 07, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 232 11 0.0% 0.0% 1180 -90 -27.95% Q1 2026 May 15, 2026
Glen Eagle Advisors, LLC History No change 225 11 0.0% 0.0% 1181 0 0.0% Q1 2026 May 15, 2026
Pandora Wealth, Inc. History No change 235 11 0.01% 0.01% 1183 0 0.0% Q4 2025 Feb 04, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 198 10 0.0% 0.0% 1184 -496 -71.47% Q1 2026 May 15, 2026
Financial Gravity Asset Management, Inc. History No change 188 9 0.0% 0.0% 1185 0 0.0% Q1 2026 May 08, 2026
Deseret Mutual Benefit Administrators History No change 195 9 0.0% 0.0% 1186 0 0.0% Q1 2026 May 08, 2026
Silver Grove Financial Group, Inc. History New 165 8 0.01% 1189 +165 New Q1 2026 May 15, 2026
Asset Dedication, LLC History No change 166 8 0.0% 0.0% 1187 0 0.0% Q1 2026 May 29, 2026
Investors Research Corp History No change 172 8 0.0% 0.0% 1188 0 0.0% Q1 2026 Apr 03, 2026
Financial Life Planners History New 157 7 0.01% 1192 +157 New Q1 2026 Apr 24, 2026
Basepoint Wealth LLC History Added to 149 7 0.0% 0.0% 1191 +79 112.86% Q1 2026 May 07, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Reduced 150 7 0.0% 0.0% 1190 -40 -21.05% Q1 2026 May 11, 2026
Sunbelt Securities, Inc. History New 122 6 0.0% 1194 +122 New Q1 2026 May 15, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 120 6 0.02% 0.02% 1193 0 0.0% Q1 2026 May 13, 2026
BOKF, NA History New 100 5 0.0% 1195 +100 New Q1 2026 May 08, 2026
Main Street Group, LTD History New 100 5 0.0% 1196 +100 New Q1 2026 May 06, 2026
Hilltop National Bank History Reduced 97 4 0.0% 0.0% 1198 -294 -75.19% Q1 2026 Apr 02, 2026
Navigoe, LLC History New 95 4 0.0% 1199 +95 New Q1 2026 May 01, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 94 4 0.0% 0.0% 1197 0 0.0% Q4 2025 Jan 20, 2026
Operose Advisors LLC History Reduced 62 3 0.0% 0.01% 1202 -746 -92.33% Q1 2026 May 12, 2026
BROWN, LISLE/CUMMINGS, INC. History New 75 3 0.0% 1204 +75 New Q1 2026 Apr 17, 2026
ARVEST INVESTMENTS, INC. History No change 63 3 0.0% 0.0% 1200 0 0.0% Q1 2026 Apr 14, 2026
GHP Investment Advisors, Inc. History No change 72 3 0.0% 0.0% 1201 0 0.0% Q1 2026 Apr 21, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 62 3 0.0% 0.0% 1203 0 0.0% Q1 2026 May 14, 2026
Abound Wealth Management History New 49 2 0.0% 1209 +49 New Q1 2026 Apr 10, 2026
Centerpoint Advisors, LLC History Added to 38 2 0.0% 1205 +29 322.22% Q1 2026 May 07, 2026
Rakuten Securities, Inc. History Added to 50 2 0.0% 0.0% 1206 +11 28.21% Q1 2026 May 01, 2026
Portfolio Resources Advisor Group, Inc. History No change 41 2 0.0% 0.0% 1207 0 0.0% Q1 2026 Apr 14, 2026
Godfrey Financial Associates, Inc. History No change 40 2 0.0% 0.0% 1208 0 0.0% Q1 2026 May 11, 2026
TSFG, LLC History Reduced 26 1 0.0% 0.0% 1211 -276 -91.39% Q1 2026 Apr 27, 2026
Park Square Financial Group, LLC History Reduced 31 1 0.01% 0.04% 1216 -122 -79.74% Q1 2026 May 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History New 32 1 0.0% 1217 +32 New Q1 2026 May 11, 2026
Pacific Center for Financial Services History New 28 1 0.0% 1219 +28 New Q1 2026 May 12, 2026
Cedar Mountain Advisors, LLC History New 27 1 0.0% 1220 +27 New Q1 2026 Apr 30, 2026
MATHER GROUP, LLC. History New 25 1 0.0% 1218 +25 New Q1 2026 Apr 13, 2026
Darwin Wealth Management, LLC History Reduced 31 1 0.0% 0.0% 1210 -7 -18.42% Q1 2026 May 01, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 37 1 0.0% 0.0% 1212 +1 2.78% Q1 2026 Apr 24, 2026
New Millennium Group LLC History No change 38 1 0.0% 0.0% 1213 0 0.0% Q4 2025 Feb 06, 2026
Wealth Preservation Advisors, LLC History No change 32 1 0.0% 0.0% 1214 0 0.0% Q1 2026 May 15, 2026
LRI Investments, LLC History No change 25 1 0.0% 0.0% 1215 0 0.0% Q1 2026 Apr 30, 2026
John A. Wolfe & Associates, Inc. History Closed out 0 0 34.31% -1,255,984 -100.0% Q1 2026 May 04, 2026
SOL Capital Management CO History Closed out 0 0 1.25% -275,791 -100.0% Q1 2026 Apr 24, 2026
Tradewinds, LLC. History Closed out 0 0 3.29% -272,740 -100.0% Q1 2026 May 04, 2026
Matthew Goff Investment Advisor, LLC History Closed out 0 0 2.14% -238,607 -100.0% Q1 2026 Apr 16, 2026
Tower Research Capital LLC (TRC) History Closed out 0 0 0.28% -224,965 -100.0% Q1 2026 May 15, 2026
VanWeelden Wealth Management, LLC History Closed out 0 0 7.42% -186,852 -100.0% Q1 2026 May 12, 2026
IFG Advisory, LLC History Closed out 0 0 0.35% -159,806 -100.0% Q1 2026 May 12, 2026
GK Wealth Management LLC History Closed out 0 0 3.36% -100,209 -100.0% Q1 2026 Apr 07, 2026
Wealth Advisors of Iowa, LLC History Closed out 0 0 1.66% -99,858 -100.0% Q1 2026 May 13, 2026
Bauman Advisory Group, LLC History Closed out 0 0 3.67% -89,932 -100.0% Q1 2026 May 06, 2026
Insight Advisors, LLC/ PA History Closed out 0 0 0.68% -89,473 -100.0% Q1 2026 May 11, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 0.14% -82,206 -100.0% Q1 2026 May 15, 2026
Mezzasalma Advisors, LLC History Closed out 0 0 0.98% -80,646 -100.0% Q1 2026 Apr 17, 2026
Mills Wealth Advisors LLC History Closed out 0 0 1.29% -64,873 -100.0% Q1 2026 Apr 24, 2026
SkyView Investment Advisors, LLC History Closed out 0 0 0.25% -39,503 -100.0% Q1 2026 May 14, 2026
Clear Point Advisors Inc. History Closed out 0 0 1.28% -32,551 -100.0% Q1 2026 Apr 28, 2026
ProCore Advisors, LLC History Closed out 0 0 1.13% -21,859 -100.0% Q1 2026 Apr 23, 2026
Waterloo Capital, L.P. History Closed out 0 0 0.08% -21,857 -100.0% Q1 2026 May 12, 2026
Nuveen, LLC History Closed out 0 0 0.0% -21,292 -100.0% Q1 2026 Apr 30, 2026
Diversify Advisory Services, LLC History Closed out 0 0 0.03% -17,580 -100.0% Q1 2026 May 01, 2026
Safeguard Investment Advisory Group, LLC History Closed out 0 0 0.2% -15,383 -100.0% Q1 2026 May 14, 2026
Contango Wealth Management LLC History Closed out 0 0 0.83% -14,734 -100.0% Q1 2026 Jun 09, 2026
Brookwood Investment Group LLC History Closed out 0 0 0.08% -13,509 -100.0% Q1 2026 May 04, 2026
INTREPID FAMILY OFFICE LLC History Closed out 0 0 0.54% -12,500 -100.0% Q1 2026 May 15, 2026
Brooklyn Investment Group History Closed out 0 0 0.03% -11,635 -100.0% Q1 2026 Apr 29, 2026
Inspire Advisors, LLC History Closed out 0 0 0.04% -9,545 -100.0% Q1 2026 May 15, 2026
FMA Wealth Management, LLC History Closed out 0 0 0.3% -9,282 -100.0% Q1 2026 Apr 14, 2026
Golden Reserve Retirement LLC History Closed out 0 0 0.08% -9,006 -100.0% Q1 2026 Apr 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 0.03% -8,503 -100.0% Q1 2026 May 12, 2026
BROWN ADVISORY INC History Closed out 0 0 0.0% -7,626 -100.0% Q1 2026 May 15, 2026
Able Wealth Management LLC History Closed out 0 0 0.12% -7,450 -100.0% Q1 2026 Apr 24, 2026
Joel Isaacson & Co., LLC History Closed out 0 0 0.01% -7,403 -100.0% Q1 2026 Apr 22, 2026
Mendel Money Management History Closed out 0 0 0.15% -7,084 -100.0% Q1 2026 May 04, 2026
ZEGA Investments, LLC History Closed out 0 0 0.04% -6,753 -100.0% Q1 2026 May 08, 2026
Stonehearth Capital Management, LLC History Closed out 0 0 0.12% -6,681 -100.0% Q1 2026 Apr 17, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 0.02% -6,459 -100.0% Q1 2026 May 20, 2026
New Capital Management LP History Closed out 0 0 0.08% -6,456 -100.0% Q1 2026 Apr 14, 2026
REGIONS FINANCIAL CORP History Closed out 0 0 0.0% -6,022 -100.0% Q1 2026 May 05, 2026
Summit Trail Advisors, LLC History Closed out 0 0 0.01% -5,971 -100.0% Q1 2026 May 12, 2026
CALTON & ASSOCIATES, INC. History Closed out 0 0 0.04% -5,866 -100.0% Q1 2026 May 13, 2026
Bedminster, LLC History Closed out 0 0 0.25% -5,495 -100.0% Q1 2026 Apr 24, 2026
COURIER CAPITAL LLC History Closed out 0 0 0.02% -5,409 -100.0% Q1 2026 Apr 23, 2026
MOLLER WEALTH PARTNERS History Closed out 0 0 0.06% -5,306 -100.0% Q1 2026 Apr 14, 2026
Peak Asset Management, LLC History Closed out 0 0 0.05% -5,278 -100.0% Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Closed out 0 0 0.0% -5,253 -100.0% Q1 2026 May 12, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -5,130 -100.0% Q1 2026 May 15, 2026
Next Level Private LLC History Closed out 0 0 0.07% -5,092 -100.0% Q1 2026 Apr 23, 2026
Intellus Advisors LLC History Closed out 0 0 0.03% -5,003 -100.0% Q1 2026 May 07, 2026
Lantern Wealth Advisors, LLC History Closed out 0 0 0.13% -4,884 -100.0% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -4,759 -100.0% Q1 2026 Apr 29, 2026
Belleair Asset Management, LLC History Closed out 0 0 0.22% -4,655 -100.0% Q1 2026 Apr 15, 2026
FOCUSED ALPHA, LLC History Closed out 0 0 0.07% -4,528 -100.0% Q1 2026 May 12, 2026
MBL Wealth, LLC History Closed out 0 0 0.02% -4,503 -100.0% Q1 2026 Apr 28, 2026
Fisher Asset Management, LLC History Closed out 0 0 0.0% -4,370 -100.0% Q1 2026 May 05, 2026
CORE WEALTH ADVISORS, LLC History Closed out 0 0 0.17% -4,233 -100.0% Q1 2026 Apr 28, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Closed out 0 0 0.17% -4,171 -100.0% Q1 2026 May 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Closed out 0 0 0.01% -4,136 -100.0% Q1 2026 Apr 16, 2026
Client First Investment Management LLC History Closed out 0 0 0.11% -4,117 -100.0% Q1 2026 Apr 10, 2026
Q3 Asset Management History Closed out 0 0 0.05% -4,085 -100.0% Q1 2026 Apr 28, 2026
Harbor Group, Inc. History Closed out 0 0 0.03% -4,001 -100.0% Q1 2026 Apr 10, 2026
Financial Alternatives, Inc History Closed out 0 0 0.12% -4,000 -100.0% Q1 2026 May 01, 2026
CAMBIENT FAMILY OFFICE, LLC History Closed out 0 0 0.03% -3,966 -100.0% Q1 2026 Apr 21, 2026
MidAtlantic Capital Management, Inc. History Closed out 0 0 0.11% -3,526 -100.0% Q1 2026 May 07, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.03% -1,993 -100.0% Q1 2026 May 15, 2026
WHITTIER TRUST CO OF NEVADA INC History Closed out 0 0 0.0% -1,040 -100.0% Q1 2026 Apr 28, 2026
Longview Financial Advisors LLC History Closed out 0 0 0.02% -870 -100.0% Q1 2026 Apr 20, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.02% -754 -100.0% Q1 2026 May 11, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 0.0% -750 -100.0% Q1 2026 Apr 17, 2026
Creative Capital Management Investments LLC History Closed out 0 0 0.01% -479 -100.0% Q1 2026 Apr 21, 2026
RICHARDSON FINANCIAL SERVICES INC. History Closed out 0 0 0.01% -384 -100.0% Q1 2026 May 01, 2026
HighMark Wealth Management LLC History Closed out 0 0 0.01% -334 -100.0% Q1 2026 May 05, 2026
Beacon Capital Management, Inc. History Closed out 0 0 0.0% -330 -100.0% Q1 2026 May 08, 2026
Balentine LLC History Closed out 0 0 0.0% -301 -100.0% Q1 2026 Apr 24, 2026
Navalign, LLC History Closed out 0 0 0.0% -202 -100.0% Q1 2026 Apr 29, 2026
Costello Asset Management, INC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 Apr 30, 2026
Modus Advisors, LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 04, 2026
Key Capital Management, INC History Closed out 0 0 0.01% -193 -100.0% Q1 2026 May 07, 2026
Manchester Capital Management LLC History Closed out 0 0 0.0% -86 -100.0% Q1 2026 May 11, 2026
Tidemark, LLC History New 13 0 +13 New Q1 2026 May 07, 2026
Russell Investments Group, Ltd. History Reduced 1 0 -8 -88.89% Q1 2026 May 08, 2026
Meramec Financial Planners, LLC History New 8 0 +8 New Q1 2026 Apr 27, 2026
GAMMA Investing LLC History New 6 0 +6 New Q1 2026 Apr 06, 2026
RHL GROUP, LLC History Reduced 17 0 0.0% -5 -22.73% Q1 2026 May 13, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -5 -100.0% Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History No change 18 0 0 0.0% Q1 2026 May 07, 2026
Anfield Capital Management, LLC History No change 16 0 0 0.0% Q1 2026 May 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 8 0 0 0.0% Q1 2026 Apr 28, 2026
Quest 10 Wealth Builders, Inc. History No change 18 0 0 0.0% Q1 2026 May 06, 2026
Spurstone Advisory Services, LLC History No change 13 0 0 0.0% Q1 2026 Apr 28, 2026